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 Q3	$625K	Buy	12,310 +11	+0.1%	+$561	0.01%	788
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Perigon Wealth Management's UYLD Position: Q3 2026 in Review

Perigon Wealth Management increased its Angel Oak UltraShort Income ETF (UYLD) stake by 0.09% in Q3 2026, buying an estimated $561 and bringing the position to 12,310 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #788.

Perigon Wealth Management first reported a position in UYLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $645K in Q1 2026. 40 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

Perigon Wealth Management held 12,310 shares of Angel Oak UltraShort Income ETF worth $625K as of Q3 2026.
Perigon Wealth Management bought 11 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $561.
Angel Oak UltraShort Income ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #788 holding.
Perigon Wealth Management first reported a position in Angel Oak UltraShort Income ETF in Q1 2026 and has held it in 3 quarters since.
Perigon Wealth Management's Angel Oak UltraShort Income ETF position peaked at $645K in Q1 2026.
40 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.