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 Q2	$9.52M	Buy	186,586 +2,180	+1%	+$111K	0.1%	213
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 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 Private Wealth Services's UYLD Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Angel Oak UltraShort Income ETF (UYLD) stake by 1.2% in Q2 2026, buying an estimated $111K and bringing the position to 186,586 shares worth $9.52M. The position accounts for 0.1% of the portfolio, ranked #213.

Kestra Private Wealth Services first reported a position in UYLD in Q3 2024 and has held it in 8 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Kestra Private Wealth Services held 186,586 shares of Angel Oak UltraShort Income ETF worth $9.52M as of Q2 2026.
Kestra Private Wealth Services bought 2,180 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $111K.
Angel Oak UltraShort Income ETF made up 0.1% of Kestra Private Wealth Services's portfolio in Q2 2026, its #213 holding.
Kestra Private Wealth Services first reported a position in Angel Oak UltraShort Income ETF in Q3 2024 and has held it in 8 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

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