Carson Wealth (CWM LLC)
UYLD icon

Carson Wealth (CWM LLC)’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$5.61K Buy
+110
New +$5.63K ﹤0.01% 4982
2024
Q2 		– Sell
-17
Closed -$1K – 4966
2024
Q1 		$1K Buy
+17
New +$864 ﹤0.01% 4232

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GWM
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Carson Wealth (CWM LLC)'s UYLD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Angel Oak UltraShort Income ETF (UYLD) in Q1 2026: 110 shares worth $5.61K. The stake represents ﹤0.01% of the portfolio and ranks #4982 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in UYLD as recently as Q1 2024.

Carson Wealth (CWM LLC) first reported a position in UYLD in Q1 2024 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 110 shares of Angel Oak UltraShort Income ETF worth $5.61K as of Q1 2026.
  • Angel Oak UltraShort Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Angel Oak UltraShort Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4982 holding.
  • Carson Wealth (CWM LLC) first reported a position in Angel Oak UltraShort Income ETF in Q1 2024 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.