Envestnet Asset Management’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

Envestnet Asset 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 Q2	$2.69M	Sell	244,234 -1,821	-0.7%	-$20.1K	﹤0.01%	2932
2026 Q1	$2.69M	Sell	246,055 -78,207	-24%	-$869K	﹤0.01%	2783
2025 Q4	$3.6M	Buy	324,262 +12,117	+4%	+$135K	﹤0.01%	2409
2025 Q3	$3.5M	Buy	312,145 +46,971	+18%	+$525K	﹤0.01%	2502
2025 Q2	$2.95M	Sell	265,174 -5,376	-2%	-$58.9K	﹤0.01%	2544
2025 Q1	$2.97M	Sell	270,550 -16,889	-6%	-$187K	﹤0.01%	2461
2024 Q4	$3.16M	Buy	287,439 +32,547	+13%	+$362K	﹤0.01%	2399
2024 Q3	$2.85M	Buy	254,892 +60,452	+31%	+$670K	﹤0.01%	2447
2024 Q2	$2.12M	Buy	194,440 +12,063	+7%	+$131K	﹤0.01%	2569
2024 Q1	$2M	Buy	+182,377	New	+$1.99M	﹤0.01%	2571

Other funds holding AOHY

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

LAM

Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Envestnet Asset Management's AOHY Position: Q2 2026 in Review

Envestnet Asset Management reduced its Angel Oak High Yield Opportunities ETF (AOHY) stake by 0.74% in Q2 2026, selling an estimated $20.1K and leaving 244,234 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

Envestnet Asset Management first reported a position in AOHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.6M in Q4 2025. 12 funds tracked by Wall St. Rank hold AOHY as of Q2 2026.

Envestnet Asset Management held 244,234 shares of Angel Oak High Yield Opportunities ETF worth $2.69M as of Q2 2026.
Envestnet Asset Management sold 1,821 Angel Oak High Yield Opportunities ETF shares in Q2 2026, an estimated $20.1K.
Angel Oak High Yield Opportunities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2932 holding.
Envestnet Asset Management first reported a position in Angel Oak High Yield Opportunities ETF in Q1 2024 and has held it in 10 quarters since.
Envestnet Asset Management's Angel Oak High Yield Opportunities ETF position peaked at $3.6M in Q4 2025.
12 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.