Parsons Capital Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Parsons Capital Management’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	$4.57M	Sell	89,596 -5,928	-6%	-$303K	0.21%	110
2026 Q1	$4.88M	Sell	95,524 -1,509	-2%	-$77.3K	0.22%	96
2025 Q4	$4.96M	Buy	97,033 +7,223	+8%	+$370K	0.27%	75
2025 Q3	$4.59M	Sell	89,810 -4,217	-4%	-$216K	0.26%	85
2025 Q2	$4.8M	Buy	94,027 +27,090	+40%	+$1.38M	0.29%	77
2025 Q1	$3.42M	Buy	+66,937	New	+$3.43M	0.19%	108

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Parsons Capital Management's UYLD Position: Q2 2026 in Review

Parsons Capital Management reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 6.2% in Q2 2026, selling an estimated $303K and leaving 89,596 shares worth $4.57M. The position accounts for 0.21% of the portfolio, ranked #110.

Parsons Capital Management first reported a position in UYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.96M in Q4 2025. 32 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Parsons Capital Management held 89,596 shares of Angel Oak UltraShort Income ETF worth $4.57M as of Q2 2026.
Parsons Capital Management sold 5,928 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $303K.
Angel Oak UltraShort Income ETF made up 0.21% of Parsons Capital Management's portfolio in Q2 2026, its #110 holding.
Parsons Capital Management first reported a position in Angel Oak UltraShort Income ETF in Q1 2025 and has held it in 6 quarters since.
Parsons Capital Management's Angel Oak UltraShort Income ETF position peaked at $4.96M in Q4 2025.
32 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.