J. Team Financial
UYLD icon

J. Team Financial’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

J. Team 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
2026
Q3 		$6.19M Buy
122,102
+19,373
+19% +$989K 5.38% 4
2026
Q2 		$5.24M Buy
102,729
+7,128
+7% +$364K 5.09% 4
2026
Q1 		$4.88M Buy
95,601
+6,753
+8% +$346K 5.46% 3
2025
Q4 		$4.54M Buy
88,848
+16,804
+23% +$861K 4.54% 6
2025
Q3 		$3.68M Buy
+72,044
New +$3.69M 3.74% 7

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Heritage Trust
Heritage Trust Oklahoma City, Oklahoma $1.18B AUM 29.51% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return

J. Team Financial's UYLD Position: Q3 2026 in Review

J. Team Financial increased its Angel Oak UltraShort Income ETF (UYLD) stake by 19% in Q3 2026, buying an estimated $989K and bringing the position to 122,102 shares worth $6.19M. The position accounts for 5.38% of the portfolio, ranked #4.

J. Team Financial first reported a position in UYLD in Q3 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

  • J. Team Financial held 122,102 shares of Angel Oak UltraShort Income ETF worth $6.19M as of Q3 2026.
  • J. Team Financial bought 19,373 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $989K.
  • Angel Oak UltraShort Income ETF made up 5.38% of J. Team Financial's portfolio in Q3 2026, its #4 holding.
  • J. Team Financial first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 94 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.