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UYLD icon

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return