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

HRT Financial’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
Q4 		– Sell
-17,760
Closed -$908K – 3297
2024
Q3 		$908K Buy
+17,760
New +$909K ﹤0.01% 1284

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HRT Financial's UYLD Position: Q4 2024 in Review

HRT Financial sold out of Angel Oak UltraShort Income ETF (UYLD) in Q4 2024, closing a stake of 17,760 shares — an estimated $908K sold.

HRT Financial first reported a position in UYLD in Q3 2024 and held it in 1 quarter. The position peaked at $908K in Q3 2024. 54 funds tracked by Wall St. Rank hold UYLD as of Q4 2024.

  • HRT Financial reported no remaining Angel Oak UltraShort Income ETF position as of Q4 2024 after selling out during the quarter.
  • HRT Financial sold 17,760 Angel Oak UltraShort Income ETF shares in Q4 2024, an estimated $908K.
  • HRT Financial first reported a position in Angel Oak UltraShort Income ETF in Q3 2024 and held it in 1 quarter.
  • HRT Financial's Angel Oak UltraShort Income ETF position peaked at $908K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q4 2024.

Based on HRT Financial's 13F filing for Q4 2024, filed 14 Feb 2025.