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

EverSource 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 		$596K Buy
11,694
+1,361
+13% +$69.6K 0.02% 505
2026
Q1 		$527K Buy
10,333
+2,834
+38% +$145K 0.02% 588
2025
Q4 		$384K Buy
+7,499
New +$384K 0.01% 639

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 $2.74B AUM 36.19% 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

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

EverSource Wealth Advisors increased its Angel Oak UltraShort Income ETF (UYLD) stake by 13% in Q2 2026, buying an estimated $69.6K and bringing the position to 11,694 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #505.

EverSource Wealth Advisors first reported a position in UYLD in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • EverSource Wealth Advisors held 11,694 shares of Angel Oak UltraShort Income ETF worth $596K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,361 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $69.6K.
  • Angel Oak UltraShort Income ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #505 holding.
  • EverSource Wealth Advisors first reported a position in Angel Oak UltraShort Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.