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 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 $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

Diversified Portfolios Inc's UYLD Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 7.8% in Q1 2026, selling an estimated $58.9K and leaving 13,624 shares worth $695K. 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 5 quarters since. The position peaked at $756K in Q4 2025. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

Diversified Portfolios Inc held 13,624 shares of Angel Oak UltraShort Income ETF worth $695K as of Q1 2026.
Diversified Portfolios Inc sold 1,150 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $58.9K.
Angel Oak UltraShort Income ETF made up 0.06% of Diversified Portfolios Inc's portfolio in Q1 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 5 quarters since.
Diversified Portfolios Inc's Angel Oak UltraShort Income ETF position peaked at $756K in Q4 2025.
98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.