Brown Financial Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Brown Financial Advisors’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	$2.2M	Sell	43,230 -73	-0.2%	-$3.73K	0.77%	35
2026 Q1	$2.21M	Sell	43,303 -33,811	-44%	-$1.73M	0.84%	35
2025 Q4	$3.94M	Buy	77,114 +6,911	+10%	+$354K	1.44%	17
2025 Q3	$3.59M	Buy	+70,203	New	+$3.6M	1.33%	20

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

Brown Financial Advisors's UYLD Position: Q2 2026 in Review

Brown Financial Advisors reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 0.17% in Q2 2026, selling an estimated $3.73K and leaving 43,230 shares worth $2.2M. The position accounts for 0.77% of the portfolio, ranked #35.

Brown Financial Advisors first reported a position in UYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.94M in Q4 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Brown Financial Advisors held 43,230 shares of Angel Oak UltraShort Income ETF worth $2.2M as of Q2 2026.
Brown Financial Advisors sold 73 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $3.73K.
Angel Oak UltraShort Income ETF made up 0.77% of Brown Financial Advisors's portfolio in Q2 2026, its #35 holding.
Brown Financial Advisors first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and has held it in 4 quarters since.
Brown Financial Advisors's Angel Oak UltraShort Income ETF position peaked at $3.94M in Q4 2025.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.