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 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 $59.8B AUM 29.42% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Gradient Investments's UYLD Position: Q2 2026 in Review

Gradient Investments reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 5.7% in Q2 2026, selling an estimated $3.13M and leaving 1,016,347 shares worth $51.8M. The position accounts for 0.72% of the portfolio, ranked #38.

Gradient Investments first reported a position in UYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $72M in Q3 2025. 21 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Gradient Investments held 1,016,347 shares of Angel Oak UltraShort Income ETF worth $51.8M as of Q2 2026.
Gradient Investments sold 61,325 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $3.13M.
Angel Oak UltraShort Income ETF made up 0.72% of Gradient Investments's portfolio in Q2 2026, its #38 holding.
Gradient Investments first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and has held it in 4 quarters since.
Gradient Investments's Angel Oak UltraShort Income ETF position peaked at $72M in Q3 2025.
21 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.