Wealthspire Advisors (New York)’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

Wealthspire Advisors (New York)’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 Q2	$178K	Sell	16,201 -1,000	-6%	-$11.1K	﹤0.01%	1193
2026 Q1	$188K	Buy	17,201 +1,000	+6%	+$11.1K	﹤0.01%	877
2025 Q4	$180K	Hold	16,201	–	–	﹤0.01%	983
2025 Q3	$181K	Hold	16,201	–	–	﹤0.01%	826
2025 Q2	$180K	Hold	16,201	–	–	﹤0.01%	803
2025 Q1	$178K	Hold	16,201	–	–	﹤0.01%	749
2024 Q4	$178K	Sell	16,201 -16,201	-50%	-$180K	﹤0.01%	754
2024 Q3	$362K	Buy	+32,402	New	+$359K	﹤0.01%	577

Other funds holding AOHY

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealthspire Advisors (New York)'s AOHY Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Angel Oak High Yield Opportunities ETF (AOHY) stake by 5.8% in Q2 2026, selling an estimated $11.1K and leaving 16,201 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Wealthspire Advisors (New York) first reported a position in AOHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $362K in Q3 2024. 21 funds tracked by Wall St. Rank hold AOHY as of Q2 2026.

Wealthspire Advisors (New York) held 16,201 shares of Angel Oak High Yield Opportunities ETF worth $178K as of Q2 2026.
Wealthspire Advisors (New York) sold 1,000 Angel Oak High Yield Opportunities ETF shares in Q2 2026, an estimated $11.1K.
Angel Oak High Yield Opportunities ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1193 holding.
Wealthspire Advisors (New York) first reported a position in Angel Oak High Yield Opportunities ETF in Q3 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Angel Oak High Yield Opportunities ETF position peaked at $362K in Q3 2024.
21 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.