Raymond James Financial
AOHY icon

Raymond James Financial’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

Raymond James Financial’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
Q1 		$1.61M Buy
147,502
+42,909
+41% +$477K ﹤0.01% 3507
2025
Q4 		$1.16M Buy
104,593
+54,693
+110% +$609K ﹤0.01% 3685
2025
Q3 		$559K Buy
49,900
+44,313
+793% +$495K ﹤0.01% 4053
2025
Q2 		$62.2K Buy
+5,587
New +$61.2K ﹤0.01% 5094

Other funds holding AOHY

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM

Raymond James Financial's AOHY Position: Q1 2026 in Review

Raymond James Financial increased its Angel Oak High Yield Opportunities ETF (AOHY) stake by 41% in Q1 2026, buying an estimated $477K and bringing the position to 147,502 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

Raymond James Financial first reported a position in AOHY in Q2 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold AOHY as of Q1 2026.

  • Raymond James Financial held 147,502 shares of Angel Oak High Yield Opportunities ETF worth $1.61M as of Q1 2026.
  • Raymond James Financial bought 42,909 Angel Oak High Yield Opportunities ETF shares in Q1 2026, an estimated $477K.
  • Angel Oak High Yield Opportunities ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3507 holding.
  • Raymond James Financial first reported a position in Angel Oak High Yield Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.