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

Merit 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
2026 Q2	$982K	Sell	89,248 -10,049	-10%	-$111K	0.01%	1084
2026 Q1	$1.09M	Sell	99,297 -10,202	-9%	-$113K	0.01%	945
2025 Q4	$1.22M	Sell	109,499 -24,064	-18%	-$268K	0.01%	854
2025 Q3	$1.5M	Sell	133,563 -30,496	-19%	-$341K	0.01%	684
2025 Q2	$1.83M	Sell	164,059 -206,849	-56%	-$2.26M	0.02%	560
2025 Q1	$4.07M	Sell	370,908 -4,920	-1%	-$54.5K	0.06%	258
2024 Q4	$4.14M	Buy	+375,828	New	+$4.18M	0.07%	218

Other funds holding AOHY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

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

LAM

Lewis Asset Management Lafayette, California $285M AUM 32.52% 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

Merit Financial Group's AOHY Position: Q2 2026 in Review

Merit Financial Group reduced its Angel Oak High Yield Opportunities ETF (AOHY) stake by 10% in Q2 2026, selling an estimated $111K and leaving 89,248 shares worth $982K. The position accounts for 0.01% of the portfolio, ranked #1084.

Merit Financial Group first reported a position in AOHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.14M in Q4 2024. 12 funds tracked by Wall St. Rank hold AOHY as of Q2 2026.

Merit Financial Group held 89,248 shares of Angel Oak High Yield Opportunities ETF worth $982K as of Q2 2026.
Merit Financial Group sold 10,049 Angel Oak High Yield Opportunities ETF shares in Q2 2026, an estimated $111K.
Angel Oak High Yield Opportunities ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1084 holding.
Merit Financial Group first reported a position in Angel Oak High Yield Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Angel Oak High Yield Opportunities ETF position peaked at $4.14M in Q4 2024.
12 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.