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Wealthcare Advisory Partners’s Angel Oak Income ETF CARY Stock Holding History

Wealthcare Advisory Partners’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.71M Buy
274,920
+88,039
+47% +$1.83M 0.11% 158
2026
Q1 		$3.88M Buy
186,881
+13,302
+8% +$278K 0.08% 217
2025
Q4 		$3.61M Buy
173,579
+159,418
+1,126% +$3.34M 0.07% 229
2025
Q3 		$296K Buy
+14,161
New +$296K 0.01% 860

Other funds holding CARY

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Wealthcare Advisory Partners's CARY Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Angel Oak Income ETF (CARY) stake by 47% in Q2 2026, buying an estimated $1.83M and bringing the position to 274,920 shares worth $5.71M. The position accounts for 0.11% of the portfolio, ranked #158.

Wealthcare Advisory Partners first reported a position in CARY in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Wealthcare Advisory Partners held 274,920 shares of Angel Oak Income ETF worth $5.71M as of Q2 2026.
  • Wealthcare Advisory Partners bought 88,039 Angel Oak Income ETF shares in Q2 2026, an estimated $1.83M.
  • Angel Oak Income ETF made up 0.11% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #158 holding.
  • Wealthcare Advisory Partners first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.