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Angel Oak Funds Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Angel Oak Funds Trust (AOHY) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Angel Oak Funds Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Angel Oak Funds Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $283k 26k 11.01

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View all positions for Creative Planning

Top funds holding Angel Oak Funds Trust

Arkadios Wealth Advisors
Angel Oak Capital Advisors
UBS Group
NewEdge Wealth
Equitable Holdings
LPL Financial
Envestnet Asset Management
Goss Wealth Management
Raymond James Financial
Mml Investors Services
Breakwater Capital Group
WBI Investments
Merit Financial Group
IFP Advisors
Jane Street

View all funds holding Angel Oak Funds Trust