IFG
AOHY icon

Independent Financial Group’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

Independent Financial Group’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
-12,669
Closed -$142K – 1495
2025
Q3 		$142K Sell
12,669
-59
-0.5% -$659 ﹤0.01% 1318
2025
Q2 		$142K Buy
+12,728
New +$139K ﹤0.01% 1253
2024
Q3 		– Sell
-36,777
Closed -$400K – 1211
2024
Q2 		$400K Buy
+36,777
New +$401K 0.02% 694

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
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 $33.6B AUM 31.03% 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 $403M AUM 42.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Independent Financial Group's AOHY Position: Q4 2025 in Review

Independent Financial Group sold out of Angel Oak High Yield Opportunities ETF (AOHY) in Q4 2025, closing a stake of 12,669 shares — an estimated $142K sold.

Independent Financial Group first reported a position in AOHY in Q2 2024 and held it in 3 quarters. The position peaked at $400K in Q2 2024. 27 funds tracked by Wall St. Rank hold AOHY as of Q4 2025.

  • Independent Financial Group reported no remaining Angel Oak High Yield Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 12,669 Angel Oak High Yield Opportunities ETF shares in Q4 2025, an estimated $142K.
  • Independent Financial Group first reported a position in Angel Oak High Yield Opportunities ETF in Q2 2024 and held it in 3 quarters.
  • Independent Financial Group's Angel Oak High Yield Opportunities ETF position peaked at $400K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.