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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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. 110 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.
110 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.