Lewis Asset Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Lewis Asset Management’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	$3.16M	Buy	61,885 +1,316	+2%	+$67.3K	1.11%	23
2026 Q1	$3.09M	Buy	60,569 +2,914	+5%	+$149K	1.26%	19
2025 Q4	$2.95M	Buy	57,655 +6,497	+13%	+$333K	1.2%	19
2025 Q3	$2.62M	Buy	51,158 +1,162	+2%	+$59.5K	1.08%	21
2025 Q2	$2.55M	Buy	49,996 +4,845	+11%	+$248K	1.2%	18
2025 Q1	$2.31M	Buy	45,151 +1,571	+4%	+$80.4K	1.91%	10
2024 Q4	$2.23M	Sell	43,580 -971	-2%	-$49.7K	1.7%	12
2024 Q3	$2.28M	Buy	44,551 +465	+1%	+$23.8K	1.66%	11
2024 Q2	$2.24M	Buy	44,086 +819	+2%	+$41.7K	1.71%	12
2024 Q1	$2.2M	Buy	43,267 +1,594	+4%	+$81K	1.81%	11
2023 Q4	$2.11M	Buy	+41,673	New	+$2.11M	1.94%	12

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

Lewis Asset Management's UYLD Position: Q2 2026 in Review

Lewis Asset Management increased its Angel Oak UltraShort Income ETF (UYLD) stake by 2.2% in Q2 2026, buying an estimated $67.3K and bringing the position to 61,885 shares worth $3.16M. The position accounts for 1.11% of the portfolio, ranked #23.

Lewis Asset Management first reported a position in UYLD in Q4 2023 and has held it in 11 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Lewis Asset Management held 61,885 shares of Angel Oak UltraShort Income ETF worth $3.16M as of Q2 2026.
Lewis Asset Management bought 1,316 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $67.3K.
Angel Oak UltraShort Income ETF made up 1.11% of Lewis Asset Management's portfolio in Q2 2026, its #23 holding.
Lewis Asset Management first reported a position in Angel Oak UltraShort Income ETF in Q4 2023 and has held it in 11 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.