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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
Q3 		$13.7M Sell
270,951
-137,064
-34% -$7M 2.72% 10
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Richard P. Slaughter Associates's UYLD Position: Q3 2026 in Review

Richard P. Slaughter Associates reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 34% in Q3 2026, selling an estimated $7M and leaving 270,951 shares worth $13.7M. The position accounts for 2.72% of the portfolio, ranked #10.

Richard P. Slaughter Associates first reported a position in UYLD in Q1 2024 and has held it in 11 quarters since. The position peaked at $38.2M in Q4 2024. 19 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

  • Richard P. Slaughter Associates held 270,951 shares of Angel Oak UltraShort Income ETF worth $13.7M as of Q3 2026.
  • Richard P. Slaughter Associates sold 137,064 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $7M.
  • Angel Oak UltraShort Income ETF made up 2.72% of Richard P. Slaughter Associates's portfolio in Q3 2026, its #10 holding.
  • Richard P. Slaughter Associates first reported a position in Angel Oak UltraShort Income ETF in Q1 2024 and has held it in 11 quarters since.
  • Richard P. Slaughter Associates's Angel Oak UltraShort Income ETF position peaked at $38.2M in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2026, filed 13 Oct 2026.