Bulwark Capital’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Bulwark Capital’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	$6.52M	Sell	127,917 -33,308	-21%	-$1.7M	3.67%	9
2026 Q1	$8.23M	Buy	161,225 +18,274	+13%	+$936K	5.07%	7
2025 Q4	$7.31M	Buy	142,951 +31,684	+28%	+$1.62M	5.2%	6
2025 Q3	$5.69M	Buy	111,267 +28,433	+34%	+$1.46M	4.43%	6
2025 Q2	$4.23M	Buy	+82,834	New	+$4.23M	3.56%	8

Other funds holding UYLD

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return