Kestra Advisory Services’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Kestra Advisory Services’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	$9.35M	Buy	183,223 +13,321	+8%	+$681K	0.03%	542
2026 Q1	$8.67M	Buy	169,902 +151,708	+834%	+$7.77M	0.03%	517
2025 Q4	$931K	Buy	18,194 +1,877	+12%	+$96.2K	﹤0.01%	1704
2025 Q3	$835K	Buy	+16,317	New	+$836K	﹤0.01%	1708

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

Kestra Advisory Services's UYLD Position: Q2 2026 in Review

Kestra Advisory Services increased its Angel Oak UltraShort Income ETF (UYLD) stake by 7.8% in Q2 2026, buying an estimated $681K and bringing the position to 183,223 shares worth $9.35M. The position accounts for 0.03% of the portfolio, ranked #542.

Kestra Advisory Services first reported a position in UYLD in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Kestra Advisory Services held 183,223 shares of Angel Oak UltraShort Income ETF worth $9.35M as of Q2 2026.
Kestra Advisory Services bought 13,321 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $681K.
Angel Oak UltraShort Income ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #542 holding.
Kestra Advisory Services first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and has held it in 4 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.