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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return

Crescent Grove Advisors's UYLD Position: Q1 2026 in Review

Crescent Grove Advisors reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 30% in Q1 2026, selling an estimated $5.37M and leaving 243,870 shares worth $12.5M. The position accounts for 1.2% of the portfolio, ranked #22.

Crescent Grove Advisors first reported a position in UYLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.4M in Q1 2025. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

Crescent Grove Advisors held 243,870 shares of Angel Oak UltraShort Income ETF worth $12.5M as of Q1 2026.
Crescent Grove Advisors sold 104,808 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $5.37M.
Angel Oak UltraShort Income ETF made up 1.2% of Crescent Grove Advisors's portfolio in Q1 2026, its #22 holding.
Crescent Grove Advisors first reported a position in Angel Oak UltraShort Income ETF in Q4 2022 and has held it in 14 quarters since.
Crescent Grove Advisors's Angel Oak UltraShort Income ETF position peaked at $23.4M in Q1 2025.
98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.