Commonwealth Equity Services’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Commonwealth Equity Services’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	$1.82M	Buy	35,757 +19,967	+126%	+$1.02M	﹤0.01%	2201
2026 Q1	$806K	Sell	15,790 -118,415	-88%	-$6.07M	﹤0.01%	2792
2025 Q4	$6.86M	Buy	134,205 +39,679	+42%	+$2.03M	0.01%	1113
2025 Q3	$4.83M	Buy	94,526 +6,329	+7%	+$324K	0.01%	1373
2025 Q2	$4.5M	Buy	88,197 +6,349	+8%	+$325K	0.01%	1401
2025 Q1	$4.18M	Buy	81,848 +37,344	+84%	+$1.91M	0.01%	1390
2024 Q4	$2.27M	Buy	44,504 +11,450	+35%	+$586K	﹤0.01%	1777
2024 Q3	$1.69M	Buy	33,054 +11,139	+51%	+$570K	﹤0.01%	1929
2024 Q2	$1.11M	Buy	21,915 +6,324	+41%	+$322K	﹤0.01%	2199
2024 Q1	$793K	Buy	15,591 +387	+3%	+$19.7K	﹤0.01%	2420
2023 Q4	$769K	Buy	+15,204	New	+$769K	﹤0.01%	2364

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

Commonwealth Equity Services's UYLD Position: Q2 2026 in Review

Commonwealth Equity Services increased its Angel Oak UltraShort Income ETF (UYLD) stake by 126% in Q2 2026, buying an estimated $1.02M and bringing the position to 35,757 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Commonwealth Equity Services first reported a position in UYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.86M in Q4 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Commonwealth Equity Services held 35,757 shares of Angel Oak UltraShort Income ETF worth $1.82M as of Q2 2026.
Commonwealth Equity Services bought 19,967 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $1.02M.
Angel Oak UltraShort Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2201 holding.
Commonwealth Equity Services first reported a position in Angel Oak UltraShort Income ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's Angel Oak UltraShort Income ETF position peaked at $6.86M in Q4 2025.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.