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

Stifel 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 		$159K Hold
14,575
– – ﹤0.01% 3485
2025
Q4 		$162K Hold
14,575
– – ﹤0.01% 3423
2025
Q3 		$163K Sell
14,575
-2,200
-13% -$24.6K ﹤0.01% 3385
2025
Q2 		$187K Hold
16,775
– – ﹤0.01% 3269
2025
Q1 		$184K Hold
16,775
– – ﹤0.01% 3206
2024
Q4 		$185K Hold
16,775
– – ﹤0.01% 3174
2024
Q3 		$187K Hold
16,775
– – ﹤0.01% 3157
2024
Q2 		$183K Buy
+16,775
New +$183K ﹤0.01% 3130

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stifel Financial's AOHY Position: Q1 2026 in Review

Stifel Financial held its Angel Oak High Yield Opportunities ETF (AOHY) position steady in Q1 2026 at 14,575 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #3485.

Stifel Financial first reported a position in AOHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $187K in Q3 2024. 34 funds tracked by Wall St. Rank hold AOHY as of Q1 2026.

  • Stifel Financial held 14,575 shares of Angel Oak High Yield Opportunities ETF worth $159K as of Q1 2026.
  • Stifel Financial left its Angel Oak High Yield Opportunities ETF share count unchanged in Q1 2026.
  • Angel Oak High Yield Opportunities ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3485 holding.
  • Stifel Financial first reported a position in Angel Oak High Yield Opportunities ETF in Q2 2024 and has held it in 8 quarters since.
  • Stifel Financial's Angel Oak High Yield Opportunities ETF position peaked at $187K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.