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AOHYAOHY
2 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ANGEL OAK FUNDS TRUST

EP Wealth Advisors, LLC holds 10,013 shares of AOHY (ANGEL OAK FUNDS TRUST), worth $110,193 as of 2026-Q2. The position was decreased (-19.8% shares). AOHY represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$110,193

Current Shares

10,013

Total Value Change

-$26,321

Total Shares Change

-2,477

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,013
-19.8%
$110,1930.0%$10.94
0
2026-Q1
New
12,490
-
$136,5140.0%$10.69
31

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

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