LPL Financial
UYLD icon

LPL Financial’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

LPL Financial’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 		$7.01M Buy
137,291
+31,170
+29% +$1.6M ﹤0.01% 2330
2025
Q4 		$5.43M Buy
106,121
+6,270
+6% +$321K ﹤0.01% 2464
2025
Q3 		$5.11M Buy
99,851
+9,892
+11% +$507K ﹤0.01% 2438
2025
Q2 		$4.59M Buy
89,959
+9,544
+12% +$488K ﹤0.01% 2377
2025
Q1 		$4.11M Buy
80,415
+11,329
+16% +$580K ﹤0.01% 2317
2024
Q4 		$3.53M Sell
69,086
-9,117
-12% -$467K ﹤0.01% 2367
2024
Q3 		$4M Buy
78,203
+8,965
+13% +$459K ﹤0.01% 2168
2024
Q2 		$3.52M Buy
69,238
+9,125
+15% +$465K ﹤0.01% 2128
2024
Q1 		$3.06M Buy
60,113
+33,390
+125% +$1.7M ﹤0.01% 2169
2023
Q4 		$1.35M Buy
26,723
+19,001
+246% +$961K ﹤0.01% 2782
2023
Q3 		$391K Buy
+7,722
New +$390K ﹤0.01% 3682

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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 $666B 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 $510M AUM 21.97% 1-Year Est. Return
Wells Fargo
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
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

LPL Financial's UYLD Position: Q1 2026 in Review

LPL Financial increased its Angel Oak UltraShort Income ETF (UYLD) stake by 29% in Q1 2026, buying an estimated $1.6M and bringing the position to 137,291 shares worth $7.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

LPL Financial first reported a position in UYLD in Q3 2023 and has held it in 11 quarters since. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

  • LPL Financial held 137,291 shares of Angel Oak UltraShort Income ETF worth $7.01M as of Q1 2026.
  • LPL Financial bought 31,170 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $1.6M.
  • Angel Oak UltraShort Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2330 holding.
  • LPL Financial first reported a position in Angel Oak UltraShort Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.