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IEQ Capital’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

IEQ Capital’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 		$615K Sell
12,066
-18,605
-61% -$951K ﹤0.01% 1313
2026
Q1 		$1.57M Buy
30,671
+12,821
+72% +$657K 0.01% 862
2025
Q4 		$913K Buy
17,850
+314
+2% +$16.1K ﹤0.01% 1078
2025
Q3 		$897K Buy
+17,536
New +$898K ﹤0.01% 1048

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 $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IEQ Capital's UYLD Position: Q2 2026 in Review

IEQ Capital reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 61% in Q2 2026, selling an estimated $951K and leaving 12,066 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

IEQ Capital first reported a position in UYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.57M in Q1 2026. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • IEQ Capital held 12,066 shares of Angel Oak UltraShort Income ETF worth $615K as of Q2 2026.
  • IEQ Capital sold 18,605 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $951K.
  • Angel Oak UltraShort Income ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1313 holding.
  • IEQ Capital first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and has held it in 4 quarters since.
  • IEQ Capital's Angel Oak UltraShort Income ETF position peaked at $1.57M in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.