Joel Greenblatt's CARY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 95,969 shares of Angel Oak Income ETF (CARY) worth $1.99 M, representing 0.00% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in CARY, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Angel Oak Income ETF (CARY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Angel Oak Income ETF (CARY) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +95,969 | New Buy | 95,969 | $20.78 |
Joel Greenblatt's Angel Oak Income ETF Investment FAQs
Joel Greenblatt first purchased Angel Oak Income ETF (CARY) in Q2 2026, acquiring 95,969 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Angel Oak Income ETF (CARY) for 1 quarters since Q2 2026.
Joel Greenblatt's largest addition to Angel Oak Income ETF (CARY) was in Q2 2026, adding 95,969 shares worth $1.99 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 95,969 shares of Angel Oak Income ETF (CARY), valued at approximately $1.99 M.
As of the Q2 2026 filing, Angel Oak Income ETF (CARY) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Angel Oak Income ETF (CARY) was 95,969 shares, as reported at the end of Q2 2026.