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Mattson Financial Services’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Mattson Financial Services’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 		$842K Sell
16,479
-8,737
-35% -$447K 0.18% 129
2026
Q1 		$1.29M Sell
25,216
-3,266
-11% -$167K 0.31% 96
2025
Q4 		$1.46M Buy
28,482
+1,050
+4% +$53.8K 0.34% 93
2025
Q3 		$1.4M Buy
+27,432
New +$1.41M 0.34% 91

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 $7.25B AUM 20.71% 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
Wells Fargo
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mattson Financial Services's UYLD Position: Q2 2026 in Review

Mattson Financial Services reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 35% in Q2 2026, selling an estimated $447K and leaving 16,479 shares worth $842K. The position accounts for 0.18% of the portfolio, ranked #129.

Mattson Financial Services first reported a position in UYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.46M in Q4 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • Mattson Financial Services held 16,479 shares of Angel Oak UltraShort Income ETF worth $842K as of Q2 2026.
  • Mattson Financial Services sold 8,737 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $447K.
  • Angel Oak UltraShort Income ETF made up 0.18% of Mattson Financial Services's portfolio in Q2 2026, its #129 holding.
  • Mattson Financial Services first reported a position in Angel Oak UltraShort Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Mattson Financial Services's Angel Oak UltraShort Income ETF position peaked at $1.46M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.