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Consolidated Portfolio Review Corp’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-16,286
Closed -$833K – 389
2025
Q3 		$833K Buy
16,286
+286
+2% +$14.7K 0.1% 201
2025
Q2 		$817K Buy
+16,000
New +$818K 0.11% 190

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return

Consolidated Portfolio Review Corp's UYLD Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Angel Oak UltraShort Income ETF (UYLD) in Q4 2025, closing a stake of 16,286 shares — an estimated $833K sold.

Consolidated Portfolio Review Corp first reported a position in UYLD in Q2 2025 and held it in 2 quarters. The position peaked at $833K in Q3 2025. 85 funds tracked by Wall St. Rank hold UYLD as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Angel Oak UltraShort Income ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 16,286 Angel Oak UltraShort Income ETF shares in Q4 2025, an estimated $833K.
  • Consolidated Portfolio Review Corp first reported a position in Angel Oak UltraShort Income ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's Angel Oak UltraShort Income ETF position peaked at $833K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.