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Angel Oak Funds Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of Angel Oak Funds Trust (AOHY) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Angel Oak Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Funds Trust held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Funds Trust by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $116k 10k 11.20
2025-06-30 $15k 1.4k 11.14

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View all positions for AE Wealth Management

Top funds holding Angel Oak Funds Trust

Arkadios Wealth Advisors
Angel Oak Capital Advisors
NewEdge Wealth
Goss Wealth Management
UBS Group
Envestnet Asset Management
Mml Investors Services
LPL Financial
WBI Investments
Merit Financial Group
Commonwealth Equity Services
Fifth Third Securities
Jane Street
Raymond James Financial
Cresset Asset Management

View all funds holding Angel Oak Funds Trust