CFG
UYLD icon

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $666B 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 $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
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

Copley Financial Group's UYLD Position: Q1 2026 in Review

Copley Financial Group reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 21% in Q1 2026, selling an estimated $298K and leaving 21,490 shares worth $1.1M. The position accounts for 0.66% of the portfolio, ranked #23.

Copley Financial Group first reported a position in UYLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q3 2025. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

  • Copley Financial Group held 21,490 shares of Angel Oak UltraShort Income ETF worth $1.1M as of Q1 2026.
  • Copley Financial Group sold 5,824 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $298K.
  • Angel Oak UltraShort Income ETF made up 0.66% of Copley Financial Group's portfolio in Q1 2026, its #23 holding.
  • Copley Financial Group first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Copley Financial Group's Angel Oak UltraShort Income ETF position peaked at $1.86M in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.