Hershey Financial Advisers’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Hershey Financial Advisers’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
2024 Q2	$509	Buy	+10	New	+$510	﹤0.01%	150

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

Hershey Financial Advisers's UYLD Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Angel Oak UltraShort Income ETF (UYLD) in Q2 2024: 10 shares worth $509. The stake represents ﹤0.01% of the portfolio and ranks #150 among its holdings.

37 funds tracked by Wall St. Rank hold UYLD as of Q2 2024.

Hershey Financial Advisers held 10 shares of Angel Oak UltraShort Income ETF worth $509 as of Q2 2024.
Angel Oak UltraShort Income ETF was a new Hershey Financial Advisers position in Q2 2024.
Angel Oak UltraShort Income ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #150 holding.
37 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.