AssetMark Inc’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

AssetMark Inc’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	$5.3K	Hold	104	–	–	﹤0.01%	2663
2026 Q1	$5.31K	Hold	104	–	–	﹤0.01%	2545
2025 Q4	$5.32K	Hold	104	–	–	﹤0.01%	2451
2025 Q3	$5.32K	Hold	104	–	–	﹤0.01%	2322
2025 Q2	$5.31K	Hold	104	–	–	﹤0.01%	2119
2025 Q1	$5.31K	Hold	104	–	–	﹤0.01%	1987
2024 Q4	$5.31K	Sell	104 -387	-79%	-$19.8K	﹤0.01%	1915
2024 Q3	$25.1K	Buy	+491	New	+$25.1K	﹤0.01%	1449

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

AssetMark Inc's UYLD Position: Q2 2026 in Review

AssetMark Inc held its Angel Oak UltraShort Income ETF (UYLD) position steady in Q2 2026 at 104 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

AssetMark Inc first reported a position in UYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $25.1K in Q3 2024. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

AssetMark Inc held 104 shares of Angel Oak UltraShort Income ETF worth $5.3K as of Q2 2026.
AssetMark Inc left its Angel Oak UltraShort Income ETF share count unchanged in Q2 2026.
Angel Oak UltraShort Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2663 holding.
AssetMark Inc first reported a position in Angel Oak UltraShort Income ETF in Q3 2024 and has held it in 8 quarters since.
AssetMark Inc's Angel Oak UltraShort Income ETF position peaked at $25.1K in Q3 2024.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.