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IFP Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

IFP Advisors’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
2023
Q4 		– Sell
-1,332
Closed -$67.5K – 3353
2023
Q3 		$67.5K Buy
1,332
+1,320
+11,000% +$66.7K ﹤0.01% 1434
2023
Q2 		$605 Buy
+12
New +$605 ﹤0.01% 3169

Other funds holding UYLD

GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $245M AUM 26.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's UYLD Position: Q4 2023 in Review

IFP Advisors sold out of Angel Oak UltraShort Income ETF (UYLD) in Q4 2023, closing a stake of 1,332 shares — an estimated $67.5K sold.

IFP Advisors first reported a position in UYLD in Q2 2023 and held it in 2 quarters. The position peaked at $67.5K in Q3 2023. 25 funds tracked by Wall St. Rank hold UYLD as of Q4 2023.

  • IFP Advisors reported no remaining Angel Oak UltraShort Income ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 1,332 Angel Oak UltraShort Income ETF shares in Q4 2023, an estimated $67.5K.
  • IFP Advisors first reported a position in Angel Oak UltraShort Income ETF in Q2 2023 and held it in 2 quarters.
  • IFP Advisors's Angel Oak UltraShort Income ETF position peaked at $67.5K in Q3 2023.
  • 25 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.