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Castleview Partners’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Castleview Partners’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 		$2.32M Buy
45,487
+26,935
+145% +$1.38M 1.02% 19
2026
Q1 		$947K Buy
+18,552
New +$950K 0.49% 46

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Castleview Partners's UYLD Position: Q2 2026 in Review

Castleview Partners increased its Angel Oak UltraShort Income ETF (UYLD) stake by 145% in Q2 2026, buying an estimated $1.38M and bringing the position to 45,487 shares worth $2.32M. The position accounts for 1.02% of the portfolio, ranked #19.

Castleview Partners first reported a position in UYLD in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • Castleview Partners held 45,487 shares of Angel Oak UltraShort Income ETF worth $2.32M as of Q2 2026.
  • Castleview Partners bought 26,935 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $1.38M.
  • Angel Oak UltraShort Income ETF made up 1.02% of Castleview Partners's portfolio in Q2 2026, its #19 holding.
  • Castleview Partners first reported a position in Angel Oak UltraShort Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.