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POM Investment Strategies’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

POM Investment Strategies’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
2024
Q3 		– Sell
-248
Closed -$12.6K – 373
2024
Q2 		$12.6K Buy
+248
New +$12.6K 0.01% 164

Other funds holding UYLD

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Focus Partners Wealth
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RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AFG
Argent Financial Group Ruston, Louisiana $842M AUM

POM Investment Strategies's UYLD Position: Q3 2024 in Review

POM Investment Strategies sold out of Angel Oak UltraShort Income ETF (UYLD) in Q3 2024, closing a stake of 248 shares — an estimated $12.6K sold.

POM Investment Strategies first reported a position in UYLD in Q2 2024 and held it in 1 quarter. The position peaked at $12.6K in Q2 2024. 43 funds tracked by Wall St. Rank hold UYLD as of Q3 2024.

  • POM Investment Strategies reported no remaining Angel Oak UltraShort Income ETF position as of Q3 2024 after selling out during the quarter.
  • POM Investment Strategies sold 248 Angel Oak UltraShort Income ETF shares in Q3 2024, an estimated $12.6K.
  • POM Investment Strategies first reported a position in Angel Oak UltraShort Income ETF in Q2 2024 and held it in 1 quarter.
  • POM Investment Strategies's Angel Oak UltraShort Income ETF position peaked at $12.6K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2024.

Based on POM Investment Strategies's 13F filing for Q3 2024, filed 18 Oct 2024.