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 Q3	$1.1M	Sell	21,701 -8,700	-29%	-$444K	0.85%	20
2026 Q2	$1.55M	Sell	30,401 -16,250	-35%	-$831K	1.22%	17
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

M Wealth Management LLC's UYLD Position: Q3 2026 in Review

M Wealth Management LLC reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 29% in Q3 2026, selling an estimated $444K and leaving 21,701 shares worth $1.1M. The position accounts for 0.85% of the portfolio, ranked #20.

M Wealth Management LLC first reported a position in UYLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.73M in Q2 2025. 55 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

M Wealth Management LLC held 21,701 shares of Angel Oak UltraShort Income ETF worth $1.1M as of Q3 2026.
M Wealth Management LLC sold 8,700 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $444K.
Angel Oak UltraShort Income ETF made up 0.85% of M Wealth Management LLC's portfolio in Q3 2026, its #20 holding.
M Wealth Management LLC first reported a position in Angel Oak UltraShort Income ETF in Q2 2025 and has held it in 6 quarters since.
M Wealth Management LLC's Angel Oak UltraShort Income ETF position peaked at $2.73M in Q2 2025.
55 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.