Osaic Holdings
UYLD icon

Osaic Holdings’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Osaic Holdings’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 		$41.9M Sell
821,558
-9,383
-1% -$480K 0.05% 391
2026
Q1 		$42.4M Buy
830,941
+26,721
+3% +$1.37M 0.06% 337
2025
Q4 		$41.1M Buy
804,220
+306,470
+62% +$15.7M 0.06% 325
2025
Q3 		$25.5M Buy
497,750
+481,354
+2,936% +$24.7M 0.04% 518
2025
Q2 		$837K Buy
16,396
+761
+5% +$38.9K ﹤0.01% 2657
2025
Q1 		$799K Buy
15,635
+204
+1% +$10.4K ﹤0.01% 2437
2024
Q4 		$788K Buy
15,431
+5,886
+62% +$301K ﹤0.01% 2386
2024
Q3 		$488K Buy
9,545
+895
+10% +$45.8K ﹤0.01% 2882
2024
Q2 		$440K Buy
8,650
+1,637
+23% +$83.4K ﹤0.01% 2876
2024
Q1 		$357K Buy
7,013
+6,882
+5,253% +$350K ﹤0.01% 3214
2023
Q4 		$6.63K Sell
131
-171
-57% -$8.65K ﹤0.01% 6038
2023
Q3 		$15.3K Buy
+302
New +$15.3K ﹤0.01% 5696

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings's UYLD Position: Q2 2026 in Review

Osaic Holdings reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 1.1% in Q2 2026, selling an estimated $480K and leaving 821,558 shares worth $41.9M. The position accounts for 0.05% of the portfolio, ranked #391.

Osaic Holdings first reported a position in UYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $42.4M in Q1 2026. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • Osaic Holdings held 821,558 shares of Angel Oak UltraShort Income ETF worth $41.9M as of Q2 2026.
  • Osaic Holdings sold 9,383 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $480K.
  • Angel Oak UltraShort Income ETF made up 0.05% of Osaic Holdings's portfolio in Q2 2026, its #391 holding.
  • Osaic Holdings first reported a position in Angel Oak UltraShort Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Osaic Holdings's Angel Oak UltraShort Income ETF position peaked at $42.4M in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.