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EPG Wealth Management’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

EPG Wealth 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
2025
Q2 		– Sell
-3,118
Closed -$34.2K – 426
2025
Q1 		$34.2K Buy
+3,118
New +$34.6K 0.01% 313

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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EPG Wealth Management's AOHY Position: Q2 2025 in Review

EPG Wealth Management sold out of Angel Oak High Yield Opportunities ETF (AOHY) in Q2 2025, closing a stake of 3,118 shares — an estimated $34.2K sold.

EPG Wealth Management first reported a position in AOHY in Q1 2025 and held it in 1 quarter. The position peaked at $34.2K in Q1 2025. 29 funds tracked by Wall St. Rank hold AOHY as of Q2 2025.

  • EPG Wealth Management reported no remaining Angel Oak High Yield Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 3,118 Angel Oak High Yield Opportunities ETF shares in Q2 2025, an estimated $34.2K.
  • EPG Wealth Management first reported a position in Angel Oak High Yield Opportunities ETF in Q1 2025 and held it in 1 quarter.
  • EPG Wealth Management's Angel Oak High Yield Opportunities ETF position peaked at $34.2K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.