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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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return