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 Q3	$436K	Sell	8,599 -100	-1%	-$5.1K	0.12%	148
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 $67.3B AUM 21.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Heritage Trust Oklahoma City, Oklahoma $1.18B AUM 29.51% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Riverwater Partners's UYLD Position: Q3 2026 in Review

Riverwater Partners reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 1.1% in Q3 2026, selling an estimated $5.1K and leaving 8,599 shares worth $436K. The position accounts for 0.12% of the portfolio, ranked #148.

Riverwater Partners first reported a position in UYLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $473K in Q4 2025. 76 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

Riverwater Partners held 8,599 shares of Angel Oak UltraShort Income ETF worth $436K as of Q3 2026.
Riverwater Partners sold 100 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $5.1K.
Angel Oak UltraShort Income ETF made up 0.12% of Riverwater Partners's portfolio in Q3 2026, its #148 holding.
Riverwater Partners first reported a position in Angel Oak UltraShort Income ETF in Q4 2024 and has held it in 8 quarters since.
Riverwater Partners's Angel Oak UltraShort Income ETF position peaked at $473K in Q4 2025.
76 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.