UBS Group
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UBS Group’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

UBS Group’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
Q3 		$6.3M Buy
590,652
+141,679
+32% +$1.56M ﹤0.01% 3872
2026
Q2 		$4.94M Buy
448,973
+9,821
+2% +$109K ﹤0.01% 4172
2026
Q1 		$4.8M Buy
439,152
+15,861
+4% +$176K ﹤0.01% 4117
2025
Q4 		$4.7M Buy
423,291
+84,347
+25% +$939K ﹤0.01% 4093
2025
Q3 		$3.8M Buy
338,944
+47,822
+16% +$534K ﹤0.01% 4324
2025
Q2 		$3.24M Buy
291,122
+1,930
+0.7% +$21.1K ﹤0.01% 4319
2025
Q1 		$3.17M Sell
289,192
-43,168
-13% -$479K ﹤0.01% 4257
2024
Q4 		$3.66M Sell
332,360
-38,061
-10% -$423K ﹤0.01% 4148
2024
Q3 		$4.14M Buy
370,421
+124,377
+51% +$1.38M ﹤0.01% 3268
2024
Q2 		$2.68M Buy
246,044
+46,137
+23% +$503K ﹤0.01% 3460
2024
Q1 		$2.19M Buy
+199,907
New +$2.18M ﹤0.01% 3858

Other funds holding AOHY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WBI Investments
WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Lewis Asset Management
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

UBS Group's AOHY Position: Q3 2026 in Review

UBS Group increased its Angel Oak High Yield Opportunities ETF (AOHY) stake by 32% in Q3 2026, buying an estimated $1.56M and bringing the position to 590,652 shares worth $6.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3872.

UBS Group first reported a position in AOHY in Q1 2024 and has held it in 11 quarters since. 20 funds tracked by Wall St. Rank hold AOHY as of Q3 2026.

  • UBS Group held 590,652 shares of Angel Oak High Yield Opportunities ETF worth $6.3M as of Q3 2026.
  • UBS Group bought 141,679 Angel Oak High Yield Opportunities ETF shares in Q3 2026, an estimated $1.56M.
  • Angel Oak High Yield Opportunities ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #3872 holding.
  • UBS Group first reported a position in Angel Oak High Yield Opportunities ETF in Q1 2024 and has held it in 11 quarters since.
  • 20 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.