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NorthCrest Asset Manangement’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

NorthCrest Asset Manangement’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 		$5.54M Buy
108,477
+7,441
+7% +$380K 0.14% 134
2026
Q1 		$5.16M Buy
101,036
+10,718
+12% +$549K 0.16% 125
2025
Q4 		$4.62M Buy
90,318
+24,887
+38% +$1.27M 0.1% 155
2025
Q3 		$3.35M Buy
65,431
+10,092
+18% +$517K 0.08% 173
2025
Q2 		$2.83M Buy
55,339
+10,717
+24% +$548K 0.08% 184
2025
Q1 		$2.28M Buy
44,622
+27,963
+168% +$1.43M 0.07% 198
2024
Q4 		$851K Buy
16,659
+9,001
+118% +$461K 0.03% 321
2024
Q3 		$392K Buy
7,658
+3,328
+77% +$170K 0.01% 437
2024
Q2 		$220K Buy
+4,330
New +$221K 0.01% 487

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

NorthCrest Asset Manangement's UYLD Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Angel Oak UltraShort Income ETF (UYLD) stake by 7.4% in Q2 2026, buying an estimated $380K and bringing the position to 108,477 shares worth $5.54M. The position accounts for 0.14% of the portfolio, ranked #134.

NorthCrest Asset Manangement first reported a position in UYLD in Q2 2024 and has held it in 9 quarters since. 19 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • NorthCrest Asset Manangement held 108,477 shares of Angel Oak UltraShort Income ETF worth $5.54M as of Q2 2026.
  • NorthCrest Asset Manangement bought 7,441 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $380K.
  • Angel Oak UltraShort Income ETF made up 0.14% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #134 holding.
  • NorthCrest Asset Manangement first reported a position in Angel Oak UltraShort Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 19 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.