Osaic Holdings
AOHY icon

Osaic Holdings’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

Osaic Holdings’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
Q1 		– Sell
-184
Closed -$2.02K – 7749
2024
Q4 		$2.02K Sell
184
-3,570
-95% -$39.7K ﹤0.01% 6600
2024
Q3 		$41.9K Sell
3,754
-722
-16% -$8K ﹤0.01% 4873
2024
Q2 		$48.7K Sell
4,476
-1,984
-31% -$21.6K ﹤0.01% 4695
2024
Q1 		$70.8K Buy
+6,460
New +$70.5K ﹤0.01% 4493

Other funds holding AOHY

AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings's AOHY Position: Q1 2025 in Review

Osaic Holdings sold out of Angel Oak High Yield Opportunities ETF (AOHY) in Q1 2025, closing a stake of 184 shares — an estimated $2.02K sold.

Osaic Holdings first reported a position in AOHY in Q1 2024 and held it in 4 quarters. The position peaked at $70.8K in Q1 2024. 24 funds tracked by Wall St. Rank hold AOHY as of Q1 2025.

  • Osaic Holdings reported no remaining Angel Oak High Yield Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Osaic Holdings sold 184 Angel Oak High Yield Opportunities ETF shares in Q1 2025, an estimated $2.02K.
  • Osaic Holdings first reported a position in Angel Oak High Yield Opportunities ETF in Q1 2024 and held it in 4 quarters.
  • Osaic Holdings's Angel Oak High Yield Opportunities ETF position peaked at $70.8K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q1 2025.

Based on Osaic Holdings's 13F filing for Q1 2025, filed 12 May 2025.