Diversified Portfolios Inc’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Diversified Portfolios Inc’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	$856K	Buy	16,785 +3,161	+23%	+$162K	0.06%	112
2026 Q1	$695K	Sell	13,624 -1,150	-8%	-$58.9K	0.06%	112
2025 Q4	$756K	Buy	14,774 +150	+1%	+$7.68K	0.06%	106
2025 Q3	$748K	Buy	14,624 +4,480	+44%	+$229K	0.07%	101
2025 Q2	$518K	Sell	10,144 -4,464	-31%	-$228K	0.05%	115
2025 Q1	$746K	Buy	+14,608	New	+$748K	0.08%	92

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

Diversified Portfolios Inc's UYLD Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Angel Oak UltraShort Income ETF (UYLD) stake by 23% in Q2 2026, buying an estimated $162K and bringing the position to 16,785 shares worth $856K. The position accounts for 0.06% of the portfolio, ranked #112.

Diversified Portfolios Inc first reported a position in UYLD in Q1 2025 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Diversified Portfolios Inc held 16,785 shares of Angel Oak UltraShort Income ETF worth $856K as of Q2 2026.
Diversified Portfolios Inc bought 3,161 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $162K.
Angel Oak UltraShort Income ETF made up 0.06% of Diversified Portfolios Inc's portfolio in Q2 2026, its #112 holding.
Diversified Portfolios Inc first reported a position in Angel Oak UltraShort Income ETF in Q1 2025 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.