Congress Wealth Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Congress Wealth Management’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
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%	+$5.69M	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%	+$7.34M	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%	+$463K	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%	+$206K	0.02%	384
2022 Q4	$475K	Buy	+9,470	New	+$476K	0.01%	412

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCB

Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Congress Wealth Management's UYLD Position: Q2 2025 in Review

Congress Wealth Management increased its Angel Oak UltraShort Income ETF (UYLD) stake by 10% in Q2 2025, buying an estimated $2.11M and bringing the position to 439,652 shares worth $22.5M. The position accounts for 0.22% of the portfolio, ranked #114.

Congress Wealth Management first reported a position in UYLD in Q4 2022 and has held it in 11 quarters since. 67 funds tracked by Wall St. Rank hold UYLD as of Q2 2025.

Congress Wealth Management held 439,652 shares of Angel Oak UltraShort Income ETF worth $22.5M as of Q2 2025.
Congress Wealth Management bought 41,358 Angel Oak UltraShort Income ETF shares in Q2 2025, an estimated $2.11M.
Angel Oak UltraShort Income ETF made up 0.22% of Congress Wealth Management's portfolio in Q2 2025, its #114 holding.
Congress Wealth Management first reported a position in Angel Oak UltraShort Income ETF in Q4 2022 and has held it in 11 quarters since.
67 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.