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Patten & Patten’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Patten & Patten’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
2025
Q3 		– Sell
-4,034
Closed -$206K – 351
2025
Q2 		$206K Sell
4,034
-15
-0.4% -$767 0.01% 314
2025
Q1 		$207K Buy
+4,049
New +$207K 0.01% 309

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

Patten & Patten's UYLD Position: Q3 2025 in Review

Patten & Patten sold out of Angel Oak UltraShort Income ETF (UYLD) in Q3 2025, closing a stake of 4,034 shares — an estimated $206K sold.

Patten & Patten first reported a position in UYLD in Q1 2025 and held it in 2 quarters. The position peaked at $207K in Q1 2025. 80 funds tracked by Wall St. Rank hold UYLD as of Q3 2025.

  • Patten & Patten reported no remaining Angel Oak UltraShort Income ETF position as of Q3 2025 after selling out during the quarter.
  • Patten & Patten sold 4,034 Angel Oak UltraShort Income ETF shares in Q3 2025, an estimated $206K.
  • Patten & Patten first reported a position in Angel Oak UltraShort Income ETF in Q1 2025 and held it in 2 quarters.
  • Patten & Patten's Angel Oak UltraShort Income ETF position peaked at $207K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2025.

Based on Patten & Patten's 13F filing for Q3 2025, filed 31 Oct 2025.