Essential Partners’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Essential Partners’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	–	Sell	-372	Closed	-$19K	–	2971
2026 Q1	$19K	Buy	372 +4	+1%	+$205	0.01%	952
2025 Q4	$18.8K	Buy	368 +149	+68%	+$7.63K	0.01%	936
2025 Q3	$11.2K	Buy	219 +37	+20%	+$1.9K	﹤0.01%	1120
2025 Q2	$9.29K	Buy	+182	New	+$9.3K	﹤0.01%	868

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

Essential Partners's UYLD Position: Q2 2026 in Review

Essential Partners sold out of Angel Oak UltraShort Income ETF (UYLD) in Q2 2026, closing a stake of 372 shares — an estimated $19K sold.

Essential Partners first reported a position in UYLD in Q2 2025 and held it in 4 quarters. The position peaked at $19K in Q1 2026. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Essential Partners reported no remaining Angel Oak UltraShort Income ETF position as of Q2 2026 after selling out during the quarter.
Essential Partners sold 372 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $19K.
Essential Partners first reported a position in Angel Oak UltraShort Income ETF in Q2 2025 and held it in 4 quarters.
Essential Partners's Angel Oak UltraShort Income ETF position peaked at $19K in Q1 2026.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.