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MAI Capital Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

MAI Capital 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
Q1 		– Sell
-556
Closed -$28.4K – 5141
2025
Q4 		$28.4K Buy
556
+7
+1% +$359 ﹤0.01% 2332
2025
Q3 		$28.1K Buy
+549
New +$28.1K ﹤0.01% 2250

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 $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $617B AUM 30.33% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $1.15B AUM 35.37% 1-Year Est. Return

MAI Capital Management's UYLD Position: Q1 2026 in Review

MAI Capital Management sold out of Angel Oak UltraShort Income ETF (UYLD) in Q1 2026, closing a stake of 556 shares — an estimated $28.4K sold.

MAI Capital Management first reported a position in UYLD in Q3 2025 and held it in 2 quarters. The position peaked at $28.4K in Q4 2025. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

  • MAI Capital Management reported no remaining Angel Oak UltraShort Income ETF position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 556 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $28.4K.
  • MAI Capital Management first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and held it in 2 quarters.
  • MAI Capital Management's Angel Oak UltraShort Income ETF position peaked at $28.4K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.