Weaver Consulting Group’s Angel Oak Income ETF CARY Stock Holding History

Weaver Consulting Group’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 Q3	$3.65M	Buy	181,388 +35,684	+24%	+$736K	0.71%	37
2026 Q2	$3.03M	Buy	145,704 +10,823	+8%	+$225K	0.62%	41
2026 Q1	$2.8M	Buy	134,881 +26,031	+24%	+$545K	0.67%	39
2025 Q4	$2.27M	Buy	+108,850	New	+$2.28M	0.55%	47

Other funds holding CARY

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

LAM

Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Weaver Consulting Group's CARY Position: Q3 2026 in Review

Weaver Consulting Group increased its Angel Oak Income ETF (CARY) stake by 24% in Q3 2026, buying an estimated $736K and bringing the position to 181,388 shares worth $3.65M. The position accounts for 0.71% of the portfolio, ranked #37.

Weaver Consulting Group first reported a position in CARY in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

Weaver Consulting Group held 181,388 shares of Angel Oak Income ETF worth $3.65M as of Q3 2026.
Weaver Consulting Group bought 35,684 Angel Oak Income ETF shares in Q3 2026, an estimated $736K.
Angel Oak Income ETF made up 0.71% of Weaver Consulting Group's portfolio in Q3 2026, its #37 holding.
Weaver Consulting Group first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 4 quarters since.
18 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.