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Benjamin F. Edwards & Company’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$2.32M Sell
45,526
-9,684
-18% -$494K 0.04% 342
2024
Q1 		$2.81M Sell
55,210
-4,876
-8% -$248K 0.05% 300
2023
Q4 		$3.04M Buy
+60,086
New +$3.04M 0.06% 271

Other funds holding UYLD

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Benjamin F. Edwards & Company's UYLD Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 18% in Q2 2024, selling an estimated $494K and leaving 45,526 shares worth $2.32M. The position accounts for 0.04% of the portfolio, ranked #342.

Benjamin F. Edwards & Company first reported a position in UYLD in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.04M in Q4 2023. 37 funds tracked by Wall St. Rank hold UYLD as of Q2 2024.

  • Benjamin F. Edwards & Company held 45,526 shares of Angel Oak UltraShort Income ETF worth $2.32M as of Q2 2024.
  • Benjamin F. Edwards & Company sold 9,684 Angel Oak UltraShort Income ETF shares in Q2 2024, an estimated $494K.
  • Angel Oak UltraShort Income ETF made up 0.04% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #342 holding.
  • Benjamin F. Edwards & Company first reported a position in Angel Oak UltraShort Income ETF in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Angel Oak UltraShort Income ETF position peaked at $3.04M in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.