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 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 $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

M Wealth Management LLC's UYLD Position: Q2 2026 in Review

M Wealth Management LLC reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 35% in Q2 2026, selling an estimated $831K and leaving 30,401 shares worth $1.55M. The position accounts for 1.22% of the portfolio, ranked #17.

M Wealth Management LLC first reported a position in UYLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.73M in Q2 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

M Wealth Management LLC held 30,401 shares of Angel Oak UltraShort Income ETF worth $1.55M as of Q2 2026.
M Wealth Management LLC sold 16,250 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $831K.
Angel Oak UltraShort Income ETF made up 1.22% of M Wealth Management LLC's portfolio in Q2 2026, its #17 holding.
M Wealth Management LLC first reported a position in Angel Oak UltraShort Income ETF in Q2 2025 and has held it in 5 quarters since.
M Wealth Management LLC's Angel Oak UltraShort Income ETF position peaked at $2.73M in Q2 2025.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.