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AOHY icon

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

NewEdge Wealth’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 		$4.2M Buy
381,969
+7,312
+2% +$80.9K 0.04% 277
2026
Q1 		$4.1M Buy
374,657
+28,499
+8% +$317K 0.05% 264
2025
Q4 		$3.84M Sell
346,158
-340,022
-50% -$3.78M 0.04% 296
2025
Q3 		$7.61M Sell
686,180
-9,333
-1% -$104K 0.11% 154
2025
Q2 		$7.74M Sell
695,513
-52,999
-7% -$580K 0.12% 145
2025
Q1 		$8.21M Sell
748,512
-4,943
-0.7% -$54.8K 0.15% 127
2024
Q4 		$8.3M Buy
+753,455
New +$8.38M 0.14% 129

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
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
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

NewEdge Wealth's AOHY Position: Q2 2026 in Review

NewEdge Wealth increased its Angel Oak High Yield Opportunities ETF (AOHY) stake by 2% in Q2 2026, buying an estimated $80.9K and bringing the position to 381,969 shares worth $4.2M. The position accounts for 0.04% of the portfolio, ranked #277.

NewEdge Wealth first reported a position in AOHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.3M in Q4 2024. 34 funds tracked by Wall St. Rank hold AOHY as of Q2 2026.

  • NewEdge Wealth held 381,969 shares of Angel Oak High Yield Opportunities ETF worth $4.2M as of Q2 2026.
  • NewEdge Wealth bought 7,312 Angel Oak High Yield Opportunities ETF shares in Q2 2026, an estimated $80.9K.
  • Angel Oak High Yield Opportunities ETF made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #277 holding.
  • NewEdge Wealth first reported a position in Angel Oak High Yield Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
  • NewEdge Wealth's Angel Oak High Yield Opportunities ETF position peaked at $8.3M in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.