RMR Wealth Builders
UYLD icon

RMR Wealth Builders’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

RMR Wealth Builders’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 		$418K Sell
8,194
-3,899
-32% -$199K 0.02% 205
2026
Q2 		$619K Sell
12,093
-5,697
-32% -$291K 0.04% 177
2026
Q1 		$912K Buy
+17,790
New +$911K 0.07% 124

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
NorthCrest Asset Manangement
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

RMR Wealth Builders's UYLD Position: Q3 2026 in Review

RMR Wealth Builders reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 32% in Q3 2026, selling an estimated $199K and leaving 8,194 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #205.

RMR Wealth Builders first reported a position in UYLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $912K in Q1 2026. 32 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

  • RMR Wealth Builders held 8,194 shares of Angel Oak UltraShort Income ETF worth $418K as of Q3 2026.
  • RMR Wealth Builders sold 3,899 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $199K.
  • Angel Oak UltraShort Income ETF made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #205 holding.
  • RMR Wealth Builders first reported a position in Angel Oak UltraShort Income ETF in Q1 2026 and has held it in 3 quarters since.
  • RMR Wealth Builders's Angel Oak UltraShort Income ETF position peaked at $912K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.