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 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

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. 99 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.
99 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.