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Zimmermann Investment Management & Planning’s Angel Oak High Yield Opportunities ETF AOHY Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-294,245
Closed -$3.29M – 143
2024
Q3 		$3.29M Buy
+294,245
New +$3.26M 1.01% 27

Other funds holding AOHY

AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zimmermann Investment Management & Planning's AOHY Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Angel Oak High Yield Opportunities ETF (AOHY) in Q4 2024, closing a stake of 294,245 shares — an estimated $3.29M sold.

Zimmermann Investment Management & Planning first reported a position in AOHY in Q3 2024 and held it in 1 quarter. The position peaked at $3.29M in Q3 2024. 22 funds tracked by Wall St. Rank hold AOHY as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Angel Oak High Yield Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 294,245 Angel Oak High Yield Opportunities ETF shares in Q4 2024, an estimated $3.29M.
  • Zimmermann Investment Management & Planning first reported a position in Angel Oak High Yield Opportunities ETF in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's Angel Oak High Yield Opportunities ETF position peaked at $3.29M in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Angel Oak High Yield Opportunities ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.