Gradient Investments’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Gradient Investments’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 Q3	$52.6M	Buy	1,036,433 +20,086	+2%	+$1.03M	0.75%	34
2026 Q2	$51.8M	Sell	1,016,347 -61,325	-6%	-$3.13M	0.72%	38
2026 Q1	$55M	Sell	1,077,672 -301,283	-22%	-$15.4M	0.85%	29
2025 Q4	$70.5M	Sell	1,378,955 -28,065	-2%	-$1.44M	1.12%	19
2025 Q3	$72M	Buy	+1,407,020	New	+$72.1M	1.2%	19

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

Gradient Investments's UYLD Position: Q3 2026 in Review

Gradient Investments increased its Angel Oak UltraShort Income ETF (UYLD) stake by 2% in Q3 2026, buying an estimated $1.03M and bringing the position to 1,036,433 shares worth $52.6M. The position accounts for 0.75% of the portfolio, ranked #34.

Gradient Investments first reported a position in UYLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $72M in Q3 2025. 32 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

Gradient Investments held 1,036,433 shares of Angel Oak UltraShort Income ETF worth $52.6M as of Q3 2026.
Gradient Investments bought 20,086 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $1.03M.
Angel Oak UltraShort Income ETF made up 0.75% of Gradient Investments's portfolio in Q3 2026, its #34 holding.
Gradient Investments first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and has held it in 5 quarters since.
Gradient Investments's Angel Oak UltraShort Income ETF position peaked at $72M in Q3 2025.
32 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.