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

Argent Financial Group’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
2024 Q3	$6.02M	Buy	+117,573	New	+$6.02M	0.71%	38

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RPSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TWM

TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return

Argent Financial Group's UYLD Position: Q3 2024 in Review

Argent Financial Group opened a new position in Angel Oak UltraShort Income ETF (UYLD) in Q3 2024: 117,573 shares worth $6.02M. The stake represents 0.71% of the portfolio and ranks #38 among its holdings.

43 funds tracked by Wall St. Rank hold UYLD as of Q3 2024.

Argent Financial Group held 117,573 shares of Angel Oak UltraShort Income ETF worth $6.02M as of Q3 2024.
Angel Oak UltraShort Income ETF was a new Argent Financial Group position in Q3 2024.
Angel Oak UltraShort Income ETF made up 0.71% of Argent Financial Group's portfolio in Q3 2024, its #38 holding.
43 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.