Bank of Montreal’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,743
Closed -$239K 4355
2023
Q4
$239K Buy
+4,743
New +$240K ﹤0.01% 3011

Other funds holding UYLD

Bank of Montreal's UYLD Position: Q1 2024 in Review

Bank of Montreal sold out of Angel Oak UltraShort Income ETF (UYLD) in Q1 2024, closing a stake of 4,743 shares — an estimated $239K sold.

Bank of Montreal first reported a position in UYLD in Q4 2023 and held it in 1 quarter. The position peaked at $239K in Q4 2023. 29 funds tracked by Wall St. Rank hold UYLD as of Q1 2024.

  • Bank of Montreal reported no remaining Angel Oak UltraShort Income ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 4,743 Angel Oak UltraShort Income ETF shares in Q1 2024, an estimated $239K.
  • Bank of Montreal first reported a position in Angel Oak UltraShort Income ETF in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's Angel Oak UltraShort Income ETF position peaked at $239K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.