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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
Q3 		$2.1M Sell
41,440
-4,047
-9% -$207K 0.92% 21
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 $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Castleview Partners's UYLD Position: Q3 2026 in Review

Castleview Partners reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 8.9% in Q3 2026, selling an estimated $207K and leaving 41,440 shares worth $2.1M. The position accounts for 0.92% of the portfolio, ranked #21.

Castleview Partners first reported a position in UYLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.32M in Q2 2026. 21 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

  • Castleview Partners held 41,440 shares of Angel Oak UltraShort Income ETF worth $2.1M as of Q3 2026.
  • Castleview Partners sold 4,047 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $207K.
  • Angel Oak UltraShort Income ETF made up 0.92% of Castleview Partners's portfolio in Q3 2026, its #21 holding.
  • Castleview Partners first reported a position in Angel Oak UltraShort Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Castleview Partners's Angel Oak UltraShort Income ETF position peaked at $2.32M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.