EP Wealth Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

EP Wealth 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	$314K	Buy	+6,155	New	+$315K	﹤0.01%	1264

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

EP Wealth Advisors's UYLD Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Angel Oak UltraShort Income ETF (UYLD) in Q2 2026: 6,155 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #1264 among its holdings.

98 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

EP Wealth Advisors held 6,155 shares of Angel Oak UltraShort Income ETF worth $314K as of Q2 2026.
Angel Oak UltraShort Income ETF was a new EP Wealth Advisors position in Q2 2026.
Angel Oak UltraShort Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1264 holding.
98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.