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

Benjamin Edwards 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	$2.02M	Sell	39,634 -2,255	-5%	-$115K	0.02%	568
2026 Q1	$2.14M	Buy	41,889 +1,766	+4%	+$90.5K	0.02%	523
2025 Q4	$2.05M	Sell	40,123 -1,851	-4%	-$94.8K	0.02%	494
2025 Q3	$2.15M	Buy	41,974 +7,695	+22%	+$394K	0.02%	477
2025 Q2	$1.75M	Sell	34,279 -5,609	-14%	-$287K	0.02%	483
2025 Q1	$2.04M	Sell	39,888 -15,602	-28%	-$799K	0.03%	410
2024 Q4	$2.83M	Buy	55,490 +283	+0.5%	+$14.5K	0.04%	361
2024 Q3	$2.82M	Buy	55,207 +53,393	+2,943%	+$2.73M	0.04%	363
2024 Q2	$92K	Sell	1,814 -91	-5%	-$4.64K	0.02%	432
2024 Q1	$97K	Buy	1,905 +423	+29%	+$21.5K	0.02%	416
2023 Q4	$75K	Buy	+1,482	New	+$75K	0.02%	445

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

Benjamin Edwards Inc's UYLD Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 5.4% in Q2 2026, selling an estimated $115K and leaving 39,634 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #568.

Benjamin Edwards Inc first reported a position in UYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.83M in Q4 2024. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Benjamin Edwards Inc held 39,634 shares of Angel Oak UltraShort Income ETF worth $2.02M as of Q2 2026.
Benjamin Edwards Inc sold 2,255 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $115K.
Angel Oak UltraShort Income ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #568 holding.
Benjamin Edwards Inc first reported a position in Angel Oak UltraShort Income ETF in Q4 2023 and has held it in 11 quarters since.
Benjamin Edwards Inc's Angel Oak UltraShort Income ETF position peaked at $2.83M in Q4 2024.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.