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Arkadios Wealth Advisors’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

Arkadios Wealth Advisors’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
Q2 		$37.2M Sell
3,375,960
-481,727
-12% -$5.33M 0.56% 29
2026
Q1 		$42.2M Buy
3,857,687
+422,647
+12% +$4.7M 0.69% 18
2025
Q4 		$38.1M Buy
3,435,040
+461,380
+16% +$5.13M 0.74% 17
2025
Q3 		$33.3M Buy
2,973,660
+827,302
+39% +$9.24M 0.8% 17
2025
Q2 		$23.9M Buy
2,146,358
+216,068
+11% +$2.37M 0.7% 20
2025
Q1 		$21.2M Buy
1,930,290
+91,637
+5% +$1.02M 0.8% 17
2024
Q4 		$20.2M Buy
1,838,653
+379,201
+26% +$4.22M 1.1% 12
2024
Q3 		$16.3M Buy
1,459,452
+535,877
+58% +$5.94M 0.92% 17
2024
Q2 		$10.1M Buy
923,575
+433,516
+88% +$4.72M 0.68% 24
2024
Q1 		$5.37M Buy
+490,059
New +$5.35M 0.42% 46

Other funds holding AOHY

AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Arkadios Wealth Advisors's AOHY Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Angel Oak High Yield Opportunities ETF (AOHY) stake by 12% in Q2 2026, selling an estimated $5.33M and leaving 3,375,960 shares worth $37.2M. The position accounts for 0.56% of the portfolio, ranked #29.

Arkadios Wealth Advisors first reported a position in AOHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $42.2M in Q1 2026. 35 funds tracked by Wall St. Rank hold AOHY as of Q2 2026.

  • Arkadios Wealth Advisors held 3,375,960 shares of Angel Oak High Yield Opportunities ETF worth $37.2M as of Q2 2026.
  • Arkadios Wealth Advisors sold 481,727 Angel Oak High Yield Opportunities ETF shares in Q2 2026, an estimated $5.33M.
  • Angel Oak High Yield Opportunities ETF made up 0.56% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Arkadios Wealth Advisors first reported a position in Angel Oak High Yield Opportunities ETF in Q1 2024 and has held it in 10 quarters since.
  • Arkadios Wealth Advisors's Angel Oak High Yield Opportunities ETF position peaked at $42.2M in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.