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Country Club Bank’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Country Club Bank’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
Q3 		$11.8M Buy
229,703
+58,561
+34% +$3M 0.7% 34
2025
Q2 		$8.78M Buy
171,142
+15,953
+10% +$816K 0.55% 48
2025
Q1 		$7.97M Buy
155,189
+101,845
+191% +$5.21M 0.54% 53
2024
Q4 		$2.74M Buy
+53,344
New +$2.73M 0.18% 126

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

Country Club Bank's UYLD Position: Q3 2025 in Review

Country Club Bank increased its Angel Oak UltraShort Income ETF (UYLD) stake by 34% in Q3 2025, buying an estimated $3M and bringing the position to 229,703 shares worth $11.8M. The position accounts for 0.7% of the portfolio, ranked #34.

Country Club Bank first reported a position in UYLD in Q4 2024 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold UYLD as of Q3 2025.

  • Country Club Bank held 229,703 shares of Angel Oak UltraShort Income ETF worth $11.8M as of Q3 2025.
  • Country Club Bank bought 58,561 Angel Oak UltraShort Income ETF shares in Q3 2025, an estimated $3M.
  • Angel Oak UltraShort Income ETF made up 0.7% of Country Club Bank's portfolio in Q3 2025, its #34 holding.
  • Country Club Bank first reported a position in Angel Oak UltraShort Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.