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Foundations Investment Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Foundations Investment 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
2025
Q4 		– Sell
-4,792
Closed -$245K – 1190
2025
Q3 		$245K Buy
+4,792
New +$245K ﹤0.01% 927

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Wells Fargo
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
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return

Foundations Investment Advisors's UYLD Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Angel Oak UltraShort Income ETF (UYLD) in Q4 2025, closing a stake of 4,792 shares — an estimated $245K sold.

Foundations Investment Advisors first reported a position in UYLD in Q3 2025 and held it in 1 quarter. The position peaked at $245K in Q3 2025. 85 funds tracked by Wall St. Rank hold UYLD as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Angel Oak UltraShort Income ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,792 Angel Oak UltraShort Income ETF shares in Q4 2025, an estimated $245K.
  • Foundations Investment Advisors first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Angel Oak UltraShort Income ETF position peaked at $245K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.