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Crescent Grove Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Crescent Grove Advisors’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 		$12M Sell
233,432
-10,438
-4% -$534K 1% 24
2026
Q1 		$12.5M Sell
243,870
-104,808
-30% -$5.37M 1.2% 22
2025
Q4 		$17.9M Buy
348,678
+37,755
+12% +$1.93M 1.66% 19
2025
Q3 		$16M Sell
310,923
-55,741
-15% -$2.86M 1.52% 19
2025
Q2 		$18.7M Sell
366,664
-88,627
-19% -$4.53M 1.81% 13
2025
Q1 		$23.4M Buy
455,291
+196,224
+76% +$10M 2.44% 9
2024
Q4 		$13.3M Buy
259,067
+218,763
+543% +$11.2M 1.32% 20
2024
Q3 		$2.07M Buy
40,304
+16,647
+70% +$852K 0.21% 72
2024
Q2 		$1.21M Buy
23,657
+17,226
+268% +$878K 0.13% 102
2024
Q1 		$329K Sell
6,431
-1,606
-20% -$81.6K 0.03% 227
2023
Q4 		$409K Sell
8,037
-2,230
-22% -$113K 0.05% 199
2023
Q3 		$520K Sell
10,267
-18,350
-64% -$927K 0.06% 166
2023
Q2 		$1.44M Buy
28,617
+670
+2% +$33.8K 0.15% 81
2023
Q1 		$1.41M Sell
27,947
-260
-0.9% -$13.1K 0.16% 82
2022
Q4 		$1.42M Buy
+28,207
New +$1.42M 0.15% 90

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 $97.6B AUM 29.43% 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 $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crescent Grove Advisors's UYLD Position: Q2 2026 in Review

Crescent Grove Advisors reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 4.3% in Q2 2026, selling an estimated $534K and leaving 233,432 shares worth $12M. The position accounts for 1% of the portfolio, ranked #24.

Crescent Grove Advisors first reported a position in UYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.4M in Q1 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • Crescent Grove Advisors held 233,432 shares of Angel Oak UltraShort Income ETF worth $12M as of Q2 2026.
  • Crescent Grove Advisors sold 10,438 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $534K.
  • Angel Oak UltraShort Income ETF made up 1% of Crescent Grove Advisors's portfolio in Q2 2026, its #24 holding.
  • Crescent Grove Advisors first reported a position in Angel Oak UltraShort Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Crescent Grove Advisors's Angel Oak UltraShort Income ETF position peaked at $23.4M in Q1 2025.
  • 99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.