Breakwater Capital Group’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

Breakwater Capital Group’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	$1.24M	Buy	+112,254	New	+$1.24M	0.15%	145

Other funds holding AOHY

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

AOCA

Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Breakwater Capital Group's AOHY Position: Q2 2026 in Review

Breakwater Capital Group opened a new position in Angel Oak High Yield Opportunities ETF (AOHY) in Q2 2026: 112,254 shares worth $1.24M. The stake represents 0.15% of the portfolio and ranks #145 among its holdings.

35 funds tracked by Wall St. Rank hold AOHY as of Q2 2026.

Breakwater Capital Group held 112,254 shares of Angel Oak High Yield Opportunities ETF worth $1.24M as of Q2 2026.
Angel Oak High Yield Opportunities ETF was a new Breakwater Capital Group position in Q2 2026.
Angel Oak High Yield Opportunities ETF made up 0.15% of Breakwater Capital Group's portfolio in Q2 2026, its #145 holding.
35 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q2 2026.

Based on Breakwater Capital Group's 13F filing for Q2 2026, filed 8 Jul 2026.