NewEdge Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

NewEdge Advisors’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	$108K	Buy	2,115 +1,408	+199%	+$72K	﹤0.01%	2931
2026 Q1	$36.1K	Sell	707 -8,195	-92%	-$420K	﹤0.01%	3026
2025 Q4	$455K	Sell	8,902 -2,913	-25%	-$149K	﹤0.01%	2041
2025 Q3	$604K	Buy	11,815 +2,843	+32%	+$146K	﹤0.01%	1706
2025 Q2	$458K	Buy	8,972 +36	+0.4%	+$1.84K	﹤0.01%	1744
2025 Q1	$457K	Buy	8,936 +392	+5%	+$20.1K	﹤0.01%	1631
2024 Q4	$436K	Sell	8,544 -243	-3%	-$12.4K	﹤0.01%	1642
2024 Q3	$450K	Sell	8,787 -3,225	-27%	-$165K	﹤0.01%	1535
2024 Q2	$611K	Sell	12,012 -12,634	-51%	-$644K	﹤0.01%	1300
2024 Q1	$1.25M	Sell	24,646 -25,721	-51%	-$1.31M	0.01%	887
2023 Q4	$2.56M	Buy	50,367 +39,929	+383%	+$2.02M	0.02%	577
2023 Q3	$529K	Buy	+10,438	New	+$527K	0.01%	1145

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

NewEdge Advisors's UYLD Position: Q2 2026 in Review

NewEdge Advisors increased its Angel Oak UltraShort Income ETF (UYLD) stake by 199% in Q2 2026, buying an estimated $72K and bringing the position to 2,115 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

NewEdge Advisors first reported a position in UYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.56M in Q4 2023. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

NewEdge Advisors held 2,115 shares of Angel Oak UltraShort Income ETF worth $108K as of Q2 2026.
NewEdge Advisors bought 1,408 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $72K.
Angel Oak UltraShort Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2931 holding.
NewEdge Advisors first reported a position in Angel Oak UltraShort Income ETF in Q3 2023 and has held it in 12 quarters since.
NewEdge Advisors's Angel Oak UltraShort Income ETF position peaked at $2.56M in Q4 2023.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.