Commonwealth Equity Services
AOHY icon

Commonwealth Equity Services’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

Commonwealth Equity Services’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
2025
Q4 		– Sell
-105,992
Closed -$1.19M – 4472
2025
Q3 		$1.19M Sell
105,992
-12,380
-10% -$138K ﹤0.01% 2457
2025
Q2 		$1.32M Buy
118,372
+7,267
+7% +$79.6K ﹤0.01% 2346
2025
Q1 		$1.22M Buy
111,105
+30,289
+37% +$336K ﹤0.01% 2315
2024
Q4 		$890K Buy
80,816
+27,775
+52% +$309K ﹤0.01% 2481
2024
Q3 		$592K Buy
53,041
+7,976
+18% +$88.4K ﹤0.01% 2756
2024
Q2 		$491K Buy
45,065
+27,694
+159% +$302K ﹤0.01% 2850
2024
Q1 		$190K Buy
+17,371
New +$190K ﹤0.01% 3650

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services's AOHY Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Angel Oak High Yield Opportunities ETF (AOHY) in Q4 2025, closing a stake of 105,992 shares — an estimated $1.19M sold.

Commonwealth Equity Services first reported a position in AOHY in Q1 2024 and held it in 7 quarters. The position peaked at $1.32M in Q2 2025. 27 funds tracked by Wall St. Rank hold AOHY as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Angel Oak High Yield Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 105,992 Angel Oak High Yield Opportunities ETF shares in Q4 2025, an estimated $1.19M.
  • Commonwealth Equity Services first reported a position in Angel Oak High Yield Opportunities ETF in Q1 2024 and held it in 7 quarters.
  • Commonwealth Equity Services's Angel Oak High Yield Opportunities ETF position peaked at $1.32M in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.