Precision Wealth Strategies’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Precision Wealth 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
2026 Q1	$8.43M	Buy	165,111 +42,784	+35%	+$2.19M	2.8%	8
2025 Q4	$6.26M	Buy	122,327 +19,427	+19%	+$995K	2.03%	12
2025 Q3	$5.26M	Buy	102,900 +39,330	+62%	+$2.01M	1.71%	13
2025 Q2	$3.25M	Buy	63,570 +6,209	+11%	+$317K	1.05%	27
2025 Q1	$2.93M	Sell	57,361 -2,104	-4%	-$108K	2.24%	15
2024 Q4	$3.04M	Buy	59,465 +18,220	+44%	+$933K	2.35%	12
2024 Q3	$2.11M	Sell	41,245 -3,266	-7%	-$167K	1.95%	13
2024 Q2	$2.27M	Sell	44,511 -10,194	-19%	-$519K	2.34%	9
2024 Q1	$2.78M	Buy	+54,705	New	+$2.78M	2.63%	8

Other funds holding UYLD

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return

Precision Wealth Strategies's UYLD Position: Q1 2026 in Review

Precision Wealth Strategies increased its Angel Oak UltraShort Income ETF (UYLD) stake by 35% in Q1 2026, buying an estimated $2.19M and bringing the position to 165,111 shares worth $8.43M. The position accounts for 2.8% of the portfolio, ranked #8.

Precision Wealth Strategies first reported a position in UYLD in Q1 2024 and has held it in 9 quarters since. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

Precision Wealth Strategies held 165,111 shares of Angel Oak UltraShort Income ETF worth $8.43M as of Q1 2026.
Precision Wealth Strategies bought 42,784 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $2.19M.
Angel Oak UltraShort Income ETF made up 2.8% of Precision Wealth Strategies's portfolio in Q1 2026, its #8 holding.
Precision Wealth Strategies first reported a position in Angel Oak UltraShort Income ETF in Q1 2024 and has held it in 9 quarters since.
98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.