Raymond James Financial’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Raymond James Financial’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	$21.1M	Buy	412,734 +135,473	+49%	+$6.92M	0.01%	1524
2026 Q1	$14.2M	Buy	277,261 +205,689	+287%	+$10.5M	﹤0.01%	1737
2025 Q4	$3.66M	Buy	+71,572	New	+$3.67M	﹤0.01%	2761
2025 Q3	–	Sell	-3,959	Closed	-$202K	–	6698
2025 Q2	$202K	Sell	3,959 -499	-11%	-$25.5K	﹤0.01%	4515
2025 Q1	$228K	Sell	4,458 -87	-2%	-$4.45K	﹤0.01%	4350
2024 Q4	$232K	Buy	+4,545	New	+$233K	﹤0.01%	4318

Other funds holding UYLD

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

RPSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial's UYLD Position: Q2 2026 in Review

Raymond James Financial increased its Angel Oak UltraShort Income ETF (UYLD) stake by 49% in Q2 2026, buying an estimated $6.92M and bringing the position to 412,734 shares worth $21.1M. The position accounts for 0.01% of the portfolio, ranked #1524.

Raymond James Financial first reported a position in UYLD in Q4 2024 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Raymond James Financial held 412,734 shares of Angel Oak UltraShort Income ETF worth $21.1M as of Q2 2026.
Raymond James Financial bought 135,473 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $6.92M.
Angel Oak UltraShort Income ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1524 holding.
Raymond James Financial first reported a position in Angel Oak UltraShort Income ETF in Q4 2024 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.