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AOHYAOHY
7 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in ANGEL OAK FUNDS TRUST

NewEdge Wealth, LLC holds 381,969 shares of AOHY (ANGEL OAK FUNDS TRUST), worth $4.2M as of 2026-Q2. The position was increased (+1.9% shares). AOHY represents 0.0% of NewEdge Wealth, LLC's portfolio.

Current Value

$4.2M

Current Shares

381,969

Total Value Change

-$4.1M

Total Shares Change

-371,486

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
381,969
+1.9%
$4.2M0.0%$10.94
27
2026-Q1
Increased
374,657
+8.2%
$4.1M0.0%$10.69
29
2025-Q4
Decreased
346,158
-49.5%
$3.8M0.0%$10.69
0
2025-Q3
Decreased
686,180
-1.3%
$7.6M0.1%$10.60
0
2025-Q2
Decreased
695,513
-7.1%
$7.7M0.1%$10.37
0
2025-Q1
Decreased
748,512
-0.7%
$8.2M0.1%$10.05
0
2024-Q4
New
753,455
-
$8.3M0.1%$9.93
45

Other major holders of AOHY: UBS Group AG, NewEdge Advisors, LLC, Merit Financial Group, LLC

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