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Able Wealth Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Able Wealth Management’s Portfolio UYLD Stock Details UYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.12M Buy
159,097
+60,963
+62% +$3.12M 2.17% 12
2025
Q4 		$5.02M Sell
98,134
-47,344
-33% -$2.43M 1.59% 20
2025
Q3 		$7.44M Buy
145,478
+103,619
+248% +$5.31M 2.8% 11
2025
Q2 		$2.14M Buy
41,859
+35,164
+525% +$1.8M 1.08% 24
2025
Q1 		$342K Buy
+6,695
New +$343K 0.2% 75

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return

Able Wealth Management's UYLD Position: Q1 2026 in Review

Able Wealth Management increased its Angel Oak UltraShort Income ETF (UYLD) stake by 62% in Q1 2026, buying an estimated $3.12M and bringing the position to 159,097 shares worth $8.12M. The position accounts for 2.17% of the portfolio, ranked #12.

Able Wealth Management first reported a position in UYLD in Q1 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

  • Able Wealth Management held 159,097 shares of Angel Oak UltraShort Income ETF worth $8.12M as of Q1 2026.
  • Able Wealth Management bought 60,963 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $3.12M.
  • Angel Oak UltraShort Income ETF made up 2.17% of Able Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Able Wealth Management first reported a position in Angel Oak UltraShort Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.