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James T. Borello RIA’s Angel Oak Income ETF CARY Stock Holding History

James T. Borello RIA’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 		– Sell
-318
Closed -$6.61K – 1287
2026
Q2 		$6.61K Buy
+318
New +$6.62K ﹤0.01% 705

Other funds holding CARY

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Atria Investments
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
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

James T. Borello RIA's CARY Position: Q3 2026 in Review

James T. Borello RIA sold out of Angel Oak Income ETF (CARY) in Q3 2026, closing a stake of 318 shares — an estimated $6.61K sold.

James T. Borello RIA first reported a position in CARY in Q2 2026 and held it in 1 quarter. The position peaked at $6.61K in Q2 2026. 17 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • James T. Borello RIA reported no remaining Angel Oak Income ETF position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 318 Angel Oak Income ETF shares in Q3 2026, an estimated $6.61K.
  • James T. Borello RIA first reported a position in Angel Oak Income ETF in Q2 2026 and held it in 1 quarter.
  • James T. Borello RIA's Angel Oak Income ETF position peaked at $6.61K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.