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

AE 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 		$27.7K Buy
544
+304
+127% +$15.5K ﹤0.01% 2197
2026
Q1 		$12.2K Hold
240
– – ﹤0.01% 2233
2025
Q4 		$12.3K Sell
240
-8
-3% -$410 ﹤0.01% 2105
2025
Q3 		$12.7K Buy
+248
New +$12.7K ﹤0.01% 1969

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 $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AE Wealth Management increased its Angel Oak UltraShort Income ETF (UYLD) stake by 127% in Q2 2026, buying an estimated $15.5K and bringing the position to 544 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

AE Wealth Management first reported a position in UYLD in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • AE Wealth Management held 544 shares of Angel Oak UltraShort Income ETF worth $27.7K as of Q2 2026.
  • AE Wealth Management bought 304 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $15.5K.
  • Angel Oak UltraShort Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2197 holding.
  • AE Wealth Management first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.