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

Lewis 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 		$304K Buy
27,646
+1,509
+6% +$16.7K 0.11% 174
2026
Q1 		$286K Buy
+26,137
New +$290K 0.12% 159

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
IA
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
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
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

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

Lewis Asset Management increased its Angel Oak High Yield Opportunities ETF (AOHY) stake by 5.8% in Q2 2026, buying an estimated $16.7K and bringing the position to 27,646 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #174.

Lewis Asset Management first reported a position in AOHY in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold AOHY as of Q2 2026.

  • Lewis Asset Management held 27,646 shares of Angel Oak High Yield Opportunities ETF worth $304K as of Q2 2026.
  • Lewis Asset Management bought 1,509 Angel Oak High Yield Opportunities ETF shares in Q2 2026, an estimated $16.7K.
  • Angel Oak High Yield Opportunities ETF made up 0.11% of Lewis Asset Management's portfolio in Q2 2026, its #174 holding.
  • Lewis Asset Management first reported a position in Angel Oak High Yield Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.