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Mason & Associates (California)’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Mason & Associates (California)’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 		$13.7M Buy
268,513
+220,191
+456% +$11.3M 2.21% 13
2026
Q1 		$2.48M Buy
+48,322
New +$2.48M 0.48% 42

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Mason & Associates (California)'s UYLD Position: Q2 2026 in Review

Mason & Associates (California) increased its Angel Oak UltraShort Income ETF (UYLD) stake by 456% in Q2 2026, buying an estimated $11.3M and bringing the position to 268,513 shares worth $13.7M. The position accounts for 2.21% of the portfolio, ranked #13.

Mason & Associates (California) first reported a position in UYLD in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • Mason & Associates (California) held 268,513 shares of Angel Oak UltraShort Income ETF worth $13.7M as of Q2 2026.
  • Mason & Associates (California) bought 220,191 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $11.3M.
  • Angel Oak UltraShort Income ETF made up 2.21% of Mason & Associates (California)'s portfolio in Q2 2026, its #13 holding.
  • Mason & Associates (California) first reported a position in Angel Oak UltraShort Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.