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Private Ocean’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

Private Ocean’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
2024
Q2 		$176K Hold
16,201
– – 0.02% 161
2024
Q1 		$178K Buy
+16,201
New +$177K 0.02% 147

Other funds holding AOHY

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Private Ocean's AOHY Position: Q2 2024 in Review

Private Ocean held its Angel Oak High Yield Opportunities ETF (AOHY) position steady in Q2 2024 at 16,201 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #161.

Private Ocean first reported a position in AOHY in Q1 2024 and has held it in 2 quarters since. The position peaked at $178K in Q1 2024. 15 funds tracked by Wall St. Rank hold AOHY as of Q2 2024.

  • Private Ocean held 16,201 shares of Angel Oak High Yield Opportunities ETF worth $176K as of Q2 2024.
  • Private Ocean left its Angel Oak High Yield Opportunities ETF share count unchanged in Q2 2024.
  • Angel Oak High Yield Opportunities ETF made up 0.02% of Private Ocean's portfolio in Q2 2024, its #161 holding.
  • Private Ocean first reported a position in Angel Oak High Yield Opportunities ETF in Q1 2024 and has held it in 2 quarters since.
  • Private Ocean's Angel Oak High Yield Opportunities ETF position peaked at $178K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.