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 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 $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Able Wealth Management's UYLD Position: Q2 2026 in Review

Able Wealth Management reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 4.3% in Q2 2026, selling an estimated $353K and leaving 152,189 shares worth $7.76M. The position accounts for 1.78% of the portfolio, ranked #15.

Able Wealth Management first reported a position in UYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.12M in Q1 2026. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Able Wealth Management held 152,189 shares of Angel Oak UltraShort Income ETF worth $7.76M as of Q2 2026.
Able Wealth Management sold 6,908 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $353K.
Angel Oak UltraShort Income ETF made up 1.78% of Able Wealth Management's portfolio in Q2 2026, its #15 holding.
Able Wealth Management first reported a position in Angel Oak UltraShort Income ETF in Q1 2025 and has held it in 6 quarters since.
Able Wealth Management's Angel Oak UltraShort Income ETF position peaked at $8.12M in Q1 2026.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.