Riverwater Partners’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Riverwater Partners’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	$444K	Sell	8,699 -545	-6%	-$27.9K	0.13%	144
2026 Q1	$472K	Hold	9,244	–	–	0.16%	137
2025 Q4	$473K	Buy	9,244 +36	+0.4%	+$1.84K	0.18%	125
2025 Q3	$471K	Buy	9,208 +3,171	+53%	+$162K	0.2%	127
2025 Q2	$308K	Buy	6,037 +1,109	+23%	+$56.7K	0.15%	165
2025 Q1	$252K	Buy	4,928 +319	+7%	+$16.3K	0.13%	177
2024 Q4	$235K	Buy	+4,609	New	+$236K	0.11%	199

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

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

Riverwater Partners's UYLD Position: Q2 2026 in Review

Riverwater Partners reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 5.9% in Q2 2026, selling an estimated $27.9K and leaving 8,699 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #144.

Riverwater Partners first reported a position in UYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $473K in Q4 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Riverwater Partners held 8,699 shares of Angel Oak UltraShort Income ETF worth $444K as of Q2 2026.
Riverwater Partners sold 545 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $27.9K.
Angel Oak UltraShort Income ETF made up 0.13% of Riverwater Partners's portfolio in Q2 2026, its #144 holding.
Riverwater Partners first reported a position in Angel Oak UltraShort Income ETF in Q4 2024 and has held it in 7 quarters since.
Riverwater Partners's Angel Oak UltraShort Income ETF position peaked at $473K in Q4 2025.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.