Concurrent Investment Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Concurrent Investment Advisors’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	$6.01M	Buy	117,766 +38,654	+49%	+$1.98M	0.05%	389
2026 Q1	$4.04M	Buy	79,112 +14,432	+22%	+$739K	0.04%	406
2025 Q4	$3.31M	Buy	64,680 +45,486	+237%	+$2.33M	0.04%	429
2025 Q3	$982K	Sell	19,194 -4,372	-19%	-$224K	0.02%	662
2025 Q2	$1.2M	Buy	23,566 +8,840	+60%	+$452K	0.02%	552
2025 Q1	$752K	Sell	14,726 -300	-2%	-$15.4K	0.02%	622
2024 Q4	$767K	Buy	15,026 +4,950	+49%	+$253K	0.02%	558
2024 Q3	$516K	Buy	10,076 +161	+2%	+$8.24K	0.02%	613
2024 Q2	$505K	Buy	9,915 +19	+0.2%	+$968	0.02%	583
2024 Q1	$503K	Sell	9,896 -602	-6%	-$30.6K	0.02%	548
2023 Q4	$531K	Buy	+10,498	New	+$531K	0.03%	482

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 $7B AUM 14.85% 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 $2.75B AUM 36.11% 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

Concurrent Investment Advisors's UYLD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Angel Oak UltraShort Income ETF (UYLD) stake by 49% in Q2 2026, buying an estimated $1.98M and bringing the position to 117,766 shares worth $6.01M. The position accounts for 0.05% of the portfolio, ranked #389.

Concurrent Investment Advisors first reported a position in UYLD in Q4 2023 and has held it in 11 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Concurrent Investment Advisors held 117,766 shares of Angel Oak UltraShort Income ETF worth $6.01M as of Q2 2026.
Concurrent Investment Advisors bought 38,654 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $1.98M.
Angel Oak UltraShort Income ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #389 holding.
Concurrent Investment Advisors first reported a position in Angel Oak UltraShort Income ETF in Q4 2023 and has held it in 11 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.