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

Kestra Private Wealth 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
Q1 		$9.41M Buy
184,406
+9,834
+6% +$504K 0.12% 197
2025
Q4 		$8.93M Buy
174,572
+4,631
+3% +$237K 0.11% 202
2025
Q3 		$8.69M Buy
169,941
+194
+0.1% +$9.94K 0.11% 206
2025
Q2 		$8.67M Buy
169,747
+3,488
+2% +$178K 0.12% 194
2025
Q1 		$8.49M Buy
166,259
+6,998
+4% +$358K 0.14% 169
2024
Q4 		$8.13M Buy
159,261
+4,369
+3% +$224K 0.14% 168
2024
Q3 		$7.93M Buy
+154,892
New +$7.93M 0.15% 154

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return