EWA
AOHY icon

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
Q2 		$110K Sell
10,013
-2,477
-20% -$27.4K ﹤0.01% 1650
2026
Q1 		$137K Buy
+12,490
New +$139K ﹤0.01% 1437

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
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

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

EP Wealth Advisors reduced its Angel Oak High Yield Opportunities ETF (AOHY) stake by 20% in Q2 2026, selling an estimated $27.4K and leaving 10,013 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

EP Wealth Advisors first reported a position in AOHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $137K in Q1 2026. 35 funds tracked by Wall St. Rank hold AOHY as of Q2 2026.

  • EP Wealth Advisors held 10,013 shares of Angel Oak High Yield Opportunities ETF worth $110K as of Q2 2026.
  • EP Wealth Advisors sold 2,477 Angel Oak High Yield Opportunities ETF shares in Q2 2026, an estimated $27.4K.
  • Angel Oak High Yield Opportunities ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1650 holding.
  • EP Wealth Advisors first reported a position in Angel Oak High Yield Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's Angel Oak High Yield Opportunities ETF position peaked at $137K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.