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 Q3	$6.06M	Sell	119,336 -32,853	-22%	-$1.68M	1.33%	20
2026 Q2	$7.76M	Sell	152,189 -6,908	-4%	-$353K	1.78%	15
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Able Wealth Management's UYLD Position: Q3 2026 in Review

Able Wealth Management reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 22% in Q3 2026, selling an estimated $1.68M and leaving 119,336 shares worth $6.06M. The position accounts for 1.33% of the portfolio, ranked #20.

Able Wealth Management first reported a position in UYLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.12M in Q1 2026. 34 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

Able Wealth Management held 119,336 shares of Angel Oak UltraShort Income ETF worth $6.06M as of Q3 2026.
Able Wealth Management sold 32,853 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $1.68M.
Angel Oak UltraShort Income ETF made up 1.33% of Able Wealth Management's portfolio in Q3 2026, its #20 holding.
Able Wealth Management first reported a position in Angel Oak UltraShort Income ETF in Q1 2025 and has held it in 7 quarters since.
Able Wealth Management's Angel Oak UltraShort Income ETF position peaked at $8.12M in Q1 2026.
34 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.