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

Independent Financial Group’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	$8.79M	Sell	172,333 -4,445	-3%	-$227K	0.16%	119
2026 Q1	$9.02M	Sell	176,778 -765	-0.4%	-$39.2K	0.2%	98
2025 Q4	$9.08M	Buy	177,543 +26,799	+18%	+$1.37M	0.2%	97
2025 Q3	$7.71M	Buy	150,744 +19,070	+14%	+$977K	0.19%	106
2025 Q2	$6.72M	Buy	131,674 +8,424	+7%	+$431K	0.19%	103
2025 Q1	$6.3M	Buy	123,250 +34,219	+38%	+$1.75M	0.22%	85
2024 Q4	$4.55M	Buy	89,031 +24,344	+38%	+$1.25M	0.15%	125
2024 Q3	$3.31M	Buy	64,687 +13,001	+25%	+$665K	0.12%	164
2024 Q2	$2.63M	Buy	51,686 +26,431	+105%	+$1.35M	0.11%	181
2024 Q1	$1.28M	Buy	25,255 +4,557	+22%	+$232K	0.06%	318
2023 Q4	$1.05M	Buy	+20,698	New	+$1.05M	0.06%	351

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 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

Independent Financial Group's UYLD Position: Q2 2026 in Review

Independent Financial Group reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 2.5% in Q2 2026, selling an estimated $227K and leaving 172,333 shares worth $8.79M. The position accounts for 0.16% of the portfolio, ranked #119.

Independent Financial Group first reported a position in UYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.08M in Q4 2025. 95 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Independent Financial Group held 172,333 shares of Angel Oak UltraShort Income ETF worth $8.79M as of Q2 2026.
Independent Financial Group sold 4,445 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $227K.
Angel Oak UltraShort Income ETF made up 0.16% of Independent Financial Group's portfolio in Q2 2026, its #119 holding.
Independent Financial Group first reported a position in Angel Oak UltraShort Income ETF in Q4 2023 and has held it in 11 quarters since.
Independent Financial Group's Angel Oak UltraShort Income ETF position peaked at $9.08M in Q4 2025.
95 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.