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AOHYAOHY
10 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in ANGEL OAK FUNDS TRUST

Yes. Envestnet holds 244,234 shares of AOHY, worth $2.7M, as of its Q2 2026 13F filing. It reduced the position by 1,821 shares (-0.7%) from Q1 2026. Envestnet has held AOHY since Q1 2024, across 10 quarterly 13F filings.

Current Value

$2.7M

Current Shares

244,234

Total Value Change

+$689,040

Total Shares Change

+61,857

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
244,234
-0.7%
$2.7M0.0%$10.76
0
2026-Q1
Decreased
246,055
-24.1%
$2.7M0.0%$10.51
0
2025-Q4
Increased
324,262
+3.9%
$3.6M0.0%$10.50
28
2025-Q3
Increased
312,145
+17.7%
$3.5M0.0%$10.42
31
2025-Q2
Decreased
265,174
-2.0%
$3M0.0%$10.19
0
2025-Q1
Decreased
270,550
-5.9%
$3M0.0%$9.88
0
2024-Q4
Increased
287,439
+12.8%
$3.2M0.0%$9.76
30
2024-Q3
Increased
254,892
+31.1%
$2.8M0.0%$9.73
33
2024-Q2
Increased
194,440
+6.6%
$2.1M0.0%$9.34
28
2024-Q1
New
182,377
-
$2M0.0%$9.25
36

Other major holders of AOHY: NewEdge Wealth, LLC, UBS Group AG

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