WAM
CARY icon

Worth Asset Management’s Angel Oak Income ETF CARY Stock Holding History

Worth Asset Management’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
2025
Q1 		– Sell
-12,187
Closed -$251K – 142
2024
Q4 		$251K Sell
12,187
-34,779
-74% -$726K 0.13% 116
2024
Q3 		$995K Buy
+46,966
New +$985K 0.54% 43

Other funds holding CARY

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

Worth Asset Management's CARY Position: Q1 2025 in Review

Worth Asset Management sold out of Angel Oak Income ETF (CARY) in Q1 2025, closing a stake of 12,187 shares — an estimated $251K sold.

Worth Asset Management first reported a position in CARY in Q3 2024 and held it in 2 quarters. The position peaked at $995K in Q3 2024. 56 funds tracked by Wall St. Rank hold CARY as of Q1 2025.

  • Worth Asset Management reported no remaining Angel Oak Income ETF position as of Q1 2025 after selling out during the quarter.
  • Worth Asset Management sold 12,187 Angel Oak Income ETF shares in Q1 2025, an estimated $251K.
  • Worth Asset Management first reported a position in Angel Oak Income ETF in Q3 2024 and held it in 2 quarters.
  • Worth Asset Management's Angel Oak Income ETF position peaked at $995K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2025.

Based on Worth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.