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Principal Securities’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

Principal Securities’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
-2,103
Closed -$23.6K – 3585
2025
Q3 		$23.6K Buy
2,103
+33
+2% +$369 ﹤0.01% 2338
2025
Q2 		$23K Buy
+2,070
New +$22.7K ﹤0.01% 2247

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

Principal Securities's AOHY Position: Q4 2025 in Review

Principal Securities sold out of Angel Oak High Yield Opportunities ETF (AOHY) in Q4 2025, closing a stake of 2,103 shares — an estimated $23.6K sold.

Principal Securities first reported a position in AOHY in Q2 2025 and held it in 2 quarters. The position peaked at $23.6K in Q3 2025. 27 funds tracked by Wall St. Rank hold AOHY as of Q4 2025.

  • Principal Securities reported no remaining Angel Oak High Yield Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,103 Angel Oak High Yield Opportunities ETF shares in Q4 2025, an estimated $23.6K.
  • Principal Securities first reported a position in Angel Oak High Yield Opportunities ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Angel Oak High Yield Opportunities ETF position peaked at $23.6K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.