Richard P. Slaughter Associates’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Richard P. Slaughter Associates’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	$20.8M	Sell	408,015 -264,956	-39%	-$13.5M	4.08%	6
2026 Q1	$34.3M	Buy	672,971 +5,127	+0.8%	+$263K	7.42%	6
2025 Q4	$34.2M	Buy	667,844 +17,887	+3%	+$916K	7.16%	6
2025 Q3	$33.2M	Sell	649,957 -46,044	-7%	-$2.36M	7.16%	6
2025 Q2	$35.5M	Buy	696,001 +1,570	+0.2%	+$80.3K	7.25%	5
2025 Q1	$35.5M	Sell	694,431 -54,044	-7%	-$2.77M	8.28%	4
2024 Q4	$38.2M	Buy	748,475 +77,548	+12%	+$3.97M	8.56%	1
2024 Q3	$34.3M	Buy	670,927 +665,533	+12,338%	+$34.1M	7.97%	1
2024 Q2	$275K	Buy	5,394 +133	+3%	+$6.78K	0.06%	131
2024 Q1	$268K	Buy	+5,261	New	+$267K	0.06%	137

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Richard P. Slaughter Associates's UYLD Position: Q2 2026 in Review

Richard P. Slaughter Associates reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 39% in Q2 2026, selling an estimated $13.5M and leaving 408,015 shares worth $20.8M. The position accounts for 4.08% of the portfolio, ranked #6.

Richard P. Slaughter Associates first reported a position in UYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.2M in Q4 2024. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Richard P. Slaughter Associates held 408,015 shares of Angel Oak UltraShort Income ETF worth $20.8M as of Q2 2026.
Richard P. Slaughter Associates sold 264,956 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $13.5M.
Angel Oak UltraShort Income ETF made up 4.08% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #6 holding.
Richard P. Slaughter Associates first reported a position in Angel Oak UltraShort Income ETF in Q1 2024 and has held it in 10 quarters since.
Richard P. Slaughter Associates's Angel Oak UltraShort Income ETF position peaked at $38.2M in Q4 2024.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.