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Perigon Wealth Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Perigon Wealth 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 		$627K Sell
12,299
-340
-3% -$17.4K 0.01% 778
2026
Q1 		$645K Buy
+12,639
New +$647K 0.01% 678

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Perigon Wealth Management's UYLD Position: Q2 2026 in Review

Perigon Wealth Management reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 2.7% in Q2 2026, selling an estimated $17.4K and leaving 12,299 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #778.

Perigon Wealth Management first reported a position in UYLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $645K in Q1 2026. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • Perigon Wealth Management held 12,299 shares of Angel Oak UltraShort Income ETF worth $627K as of Q2 2026.
  • Perigon Wealth Management sold 340 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $17.4K.
  • Angel Oak UltraShort Income ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #778 holding.
  • Perigon Wealth Management first reported a position in Angel Oak UltraShort Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Perigon Wealth Management's Angel Oak UltraShort Income ETF position peaked at $645K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.