Copley Financial Group’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Copley Financial Group’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	$707K	Sell	13,858 -7,632	-36%	-$390K	0.43%	30
2026 Q1	$1.1M	Sell	21,490 -5,824	-21%	-$298K	0.66%	23
2025 Q4	$1.4M	Sell	27,314 -9,006	-25%	-$461K	0.86%	19
2025 Q3	$1.86M	Buy	+36,320	New	+$1.86M	1.27%	12

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 $7.25B AUM 20.71% 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 $2.74B AUM 36.19% 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

Copley Financial Group's UYLD Position: Q2 2026 in Review

Copley Financial Group reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 36% in Q2 2026, selling an estimated $390K and leaving 13,858 shares worth $707K. The position accounts for 0.43% of the portfolio, ranked #30.

Copley Financial Group first reported a position in UYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.86M in Q3 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Copley Financial Group held 13,858 shares of Angel Oak UltraShort Income ETF worth $707K as of Q2 2026.
Copley Financial Group sold 7,632 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $390K.
Angel Oak UltraShort Income ETF made up 0.43% of Copley Financial Group's portfolio in Q2 2026, its #30 holding.
Copley Financial Group first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and has held it in 4 quarters since.
Copley Financial Group's Angel Oak UltraShort Income ETF position peaked at $1.86M in Q3 2025.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.