Envestnet Asset Management
UYLD icon

Envestnet Asset Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Envestnet Asset Management’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 		$812K Buy
15,912
+3,497
+28% +$179K ﹤0.01% 3749
2026
Q1 		$634K Buy
12,415
+7,591
+157% +$389K ﹤0.01% 3754
2025
Q4 		$247K Sell
4,824
-14,850
-75% -$761K ﹤0.01% 4145
2025
Q3 		$1.01M Buy
+19,674
New +$1.01M ﹤0.01% 3318

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 $2.75B AUM 36.11% 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

Envestnet Asset Management's UYLD Position: Q2 2026 in Review

Envestnet Asset Management increased its Angel Oak UltraShort Income ETF (UYLD) stake by 28% in Q2 2026, buying an estimated $179K and bringing the position to 15,912 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #3749.

Envestnet Asset Management first reported a position in UYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q3 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • Envestnet Asset Management held 15,912 shares of Angel Oak UltraShort Income ETF worth $812K as of Q2 2026.
  • Envestnet Asset Management bought 3,497 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $179K.
  • Angel Oak UltraShort Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3749 holding.
  • Envestnet Asset Management first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's Angel Oak UltraShort Income ETF position peaked at $1.01M in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.