CWM
Congress Wealth Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Buy |
439,652
+41,358
| +10% | +$2.11M | 0.22% | 114 |
|
|
2025
Q1 | $20.3M | Buy |
398,294
+29,909
| +8% | +$1.53M | 0.24% | 105 |
|
|
2024
Q4 | $18.8M | Buy |
368,385
+111,095
| +43% | +$5.67M | 0.26% | 110 |
|
|
2024
Q3 | $13.2M | Buy |
257,290
+25,531
| +11% | +$1.31M | 0.18% | 171 |
|
|
2024
Q2 | $11.8M | Buy |
231,759
+144,053
| +164% | +$7.33M | 0.19% | 154 |
|
|
2024
Q1 | $4.46M | Buy |
87,706
+27,400
| +45% | +$1.39M | 0.08% | 239 |
|
|
2023
Q4 | $3.05M | Buy |
60,306
+14,079
| +30% | +$712K | 0.06% | 272 |
|
|
2023
Q3 | $2.34M | Buy |
46,227
+9,172
| +25% | +$465K | 0.05% | 284 |
|
|
2023
Q2 | $1.87M | Buy |
37,055
+23,498
| +173% | +$1.19M | 0.04% | 271 |
|
|
2023
Q1 | $686K | Buy |
13,557
+4,087
| +43% | +$207K | 0.02% | 384 |
|
|
2022
Q4 | $475K | Buy |
+9,470
| New | +$475K | 0.01% | 412 |
|