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

EP 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 Q1	$137K	Buy	+12,490	New	+$139K	﹤0.01%	1437

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

EP Wealth Advisors's AOHY Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Angel Oak High Yield Opportunities ETF (AOHY) in Q1 2026: 12,490 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings.

34 funds tracked by Wall St. Rank hold AOHY as of Q1 2026.

EP Wealth Advisors held 12,490 shares of Angel Oak High Yield Opportunities ETF worth $137K as of Q1 2026.
Angel Oak High Yield Opportunities ETF was a new EP Wealth Advisors position in Q1 2026.
Angel Oak High Yield Opportunities ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1437 holding.
34 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.