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

Accurate 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 		– Sell
-5,063
Closed -$259K – 571
2025
Q4 		$259K Sell
5,063
-9,487
-65% -$486K 0.03% 434
2025
Q3 		$746K Buy
+14,550
New +$745K 0.1% 218

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

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

Accurate Wealth Management sold out of Angel Oak UltraShort Income ETF (UYLD) in Q1 2026, closing a stake of 5,063 shares — an estimated $259K sold.

Accurate Wealth Management first reported a position in UYLD in Q3 2025 and held it in 2 quarters. The position peaked at $746K in Q3 2025. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

  • Accurate Wealth Management reported no remaining Angel Oak UltraShort Income ETF position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 5,063 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $259K.
  • Accurate Wealth Management first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and held it in 2 quarters.
  • Accurate Wealth Management's Angel Oak UltraShort Income ETF position peaked at $746K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.