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M Wealth Management LLC’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

M Wealth Management LLC’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 		$2.38M Sell
46,651
-1,499
-3% -$76.8K 2% 11
2025
Q4 		$2.46M Sell
48,150
-550
-1% -$28.2K 2.14% 11
2025
Q3 		$2.49M Sell
48,700
-4,700
-9% -$241K 2.19% 11
2025
Q2 		$2.73M Buy
+53,400
New +$2.73M 2.52% 9

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

M Wealth Management LLC's UYLD Position: Q1 2026 in Review

M Wealth Management LLC reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 3.1% in Q1 2026, selling an estimated $76.8K and leaving 46,651 shares worth $2.38M. The position accounts for 2% of the portfolio, ranked #11.

M Wealth Management LLC first reported a position in UYLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.73M in Q2 2025. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

  • M Wealth Management LLC held 46,651 shares of Angel Oak UltraShort Income ETF worth $2.38M as of Q1 2026.
  • M Wealth Management LLC sold 1,499 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $76.8K.
  • Angel Oak UltraShort Income ETF made up 2% of M Wealth Management LLC's portfolio in Q1 2026, its #11 holding.
  • M Wealth Management LLC first reported a position in Angel Oak UltraShort Income ETF in Q2 2025 and has held it in 4 quarters since.
  • M Wealth Management LLC's Angel Oak UltraShort Income ETF position peaked at $2.73M in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.