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Angel Oak Funds Trust shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Angel Oak Funds Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Angel Oak Funds Trust by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $182k 16k 11.20
2025-06-30 $180k 16k 11.14
2025-03-31 $178k 16k 10.97
2024-12-31 $178k 16k 11.01
2024-09-30 $362k 32k 11.17

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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