Janney Montgomery Scott’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Janney Montgomery Scott’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 Q1	$13.9M	Buy	273,164 +3,539	+1%	+$181K	0.03%	455
2025 Q4	$13.8M	Buy	269,625 +17,810	+7%	+$912K	0.03%	488
2025 Q3	$12.9M	Buy	251,815 +25,579	+11%	+$1.31M	0.03%	503
2025 Q2	$11.6M	Buy	226,236 +30,632	+16%	+$1.57M	0.03%	503
2025 Q1	$9.99M	Buy	195,604 +22,495	+13%	+$1.15M	0.03%	531
2024 Q4	$8.84M	Buy	173,109 +23,857	+16%	+$1.22M	0.02%	577
2024 Q3	$7.64M	Buy	149,252 +56,792	+61%	+$2.91M	0.02%	620
2024 Q2	$4.71M	Buy	+92,460	New	+$4.71M	0.01%	753
2023 Q3	–	Sell	-15,603	Closed	-$787K	–	2769
2023 Q2	$787K	Buy	+15,603	New	+$787K	﹤0.01%	1561

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return

Janney Montgomery Scott's UYLD Position: Q1 2026 in Review

Janney Montgomery Scott increased its Angel Oak UltraShort Income ETF (UYLD) stake by 1.3% in Q1 2026, buying an estimated $181K and bringing the position to 273,164 shares worth $13.9M. The position accounts for 0.03% of the portfolio, ranked #455.

Janney Montgomery Scott first reported a position in UYLD in Q2 2023 and has held it in 9 quarters since. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

Janney Montgomery Scott held 273,164 shares of Angel Oak UltraShort Income ETF worth $13.9M as of Q1 2026.
Janney Montgomery Scott bought 3,539 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $181K.
Angel Oak UltraShort Income ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q1 2026, its #455 holding.
Janney Montgomery Scott first reported a position in Angel Oak UltraShort Income ETF in Q2 2023 and has held it in 9 quarters since.
98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.