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
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

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GI
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RPSA
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Wells Fargo
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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
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return