EP Wealth Advisors, LLC
Position in AOHY — Angel Oak High Yield Opportunities ETF
CIK 1540569
TORRANCE, CA
Position in AOHY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$110,193
-$26,322 QoQ
Shares Held
10,013
-19.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 19 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOHY Over Time
Shares Held
Position Value (USD)
All Filings in AOHY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,193 | 10,013 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $136,515 | 12,490 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||