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Allworth Financial’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Allworth Financial’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 		$358 Hold
7
– – ﹤0.01% 4895
2026
Q1 		$358 Hold
7
– – ﹤0.01% 4813
2025
Q4 		$359 Buy
+7
New +$359 ﹤0.01% 4607
2024
Q3 		– Sell
-500
Closed -$25.6K – 3840
2024
Q2 		$25.6K Buy
+500
New +$25.5K ﹤0.01% 1722

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 $7.25B AUM 20.71% 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 $2.74B AUM 36.19% 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

Allworth Financial's UYLD Position: Q2 2026 in Review

Allworth Financial held its Angel Oak UltraShort Income ETF (UYLD) position steady in Q2 2026 at 7 shares worth $358. The position accounts for ﹤0.01% of the portfolio, ranked #4895.

Allworth Financial first reported a position in UYLD in Q2 2024 and has held it in 4 quarters since. The position peaked at $25.6K in Q2 2024. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • Allworth Financial held 7 shares of Angel Oak UltraShort Income ETF worth $358 as of Q2 2026.
  • Allworth Financial left its Angel Oak UltraShort Income ETF share count unchanged in Q2 2026.
  • Angel Oak UltraShort Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4895 holding.
  • Allworth Financial first reported a position in Angel Oak UltraShort Income ETF in Q2 2024 and has held it in 4 quarters since.
  • Allworth Financial's Angel Oak UltraShort Income ETF position peaked at $25.6K in Q2 2024.
  • 99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.