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AE Wealth Management’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

AE Wealth Management’s Portfolio AOHY Stock Details AOHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-620
Closed -$6.88K – 2722
2025
Q4 		$6.88K Sell
620
-9,733
-94% -$108K ﹤0.01% 2192
2025
Q3 		$116K Buy
10,353
+8,986
+657% +$100K ﹤0.01% 1523
2025
Q2 		$15.2K Buy
+1,367
New +$15K ﹤0.01% 1812

Other funds holding AOHY

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AE Wealth Management's AOHY Position: Q1 2026 in Review

AE Wealth Management sold out of Angel Oak High Yield Opportunities ETF (AOHY) in Q1 2026, closing a stake of 620 shares — an estimated $6.88K sold.

AE Wealth Management first reported a position in AOHY in Q2 2025 and held it in 3 quarters. The position peaked at $116K in Q3 2025. 34 funds tracked by Wall St. Rank hold AOHY as of Q1 2026.

  • AE Wealth Management reported no remaining Angel Oak High Yield Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 620 Angel Oak High Yield Opportunities ETF shares in Q1 2026, an estimated $6.88K.
  • AE Wealth Management first reported a position in Angel Oak High Yield Opportunities ETF in Q2 2025 and held it in 3 quarters.
  • AE Wealth Management's Angel Oak High Yield Opportunities ETF position peaked at $116K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.