Greenwich Wealth Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Greenwich Wealth Management’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	$22.5M	Buy	441,937 +124,702	+39%	+$6.37M	0.82%	21
2026 Q1	$16.2M	Sell	317,235 -46,800	-13%	-$2.4M	0.66%	27
2025 Q4	$18.6M	Buy	364,035 +145,086	+66%	+$7.43M	0.83%	24
2025 Q3	$11.2M	Buy	218,949 +70,440	+47%	+$3.61M	0.56%	26
2025 Q2	$7.58M	Buy	148,509 +93,992	+172%	+$4.8M	0.37%	35
2025 Q1	$2.79M	Buy	+54,517	New	+$2.79M	0.21%	60

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Greenwich Wealth Management's UYLD Position: Q2 2026 in Review

Greenwich Wealth Management increased its Angel Oak UltraShort Income ETF (UYLD) stake by 39% in Q2 2026, buying an estimated $6.37M and bringing the position to 441,937 shares worth $22.5M. The position accounts for 0.82% of the portfolio, ranked #21.

Greenwich Wealth Management first reported a position in UYLD in Q1 2025 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Greenwich Wealth Management held 441,937 shares of Angel Oak UltraShort Income ETF worth $22.5M as of Q2 2026.
Greenwich Wealth Management bought 124,702 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $6.37M.
Angel Oak UltraShort Income ETF made up 0.82% of Greenwich Wealth Management's portfolio in Q2 2026, its #21 holding.
Greenwich Wealth Management first reported a position in Angel Oak UltraShort Income ETF in Q1 2025 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.