RFW
UYLD icon

Redwood Family Wealth’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Redwood Family Wealth’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 		$451K Buy
8,834
+2,951
+50% +$151K 0.4% 53
2026
Q1 		$300K Buy
5,883
+112
+2% +$5.74K 0.29% 68
2025
Q4 		$295K Buy
+5,771
New +$296K 0.29% 71

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

Redwood Family Wealth's UYLD Position: Q2 2026 in Review

Redwood Family Wealth increased its Angel Oak UltraShort Income ETF (UYLD) stake by 50% in Q2 2026, buying an estimated $151K and bringing the position to 8,834 shares worth $451K. The position accounts for 0.4% of the portfolio, ranked #53.

Redwood Family Wealth first reported a position in UYLD in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • Redwood Family Wealth held 8,834 shares of Angel Oak UltraShort Income ETF worth $451K as of Q2 2026.
  • Redwood Family Wealth bought 2,951 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $151K.
  • Angel Oak UltraShort Income ETF made up 0.4% of Redwood Family Wealth's portfolio in Q2 2026, its #53 holding.
  • Redwood Family Wealth first reported a position in Angel Oak UltraShort Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.