Rockefeller Capital Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Rockefeller Capital Management’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	$167K	Buy	3,276 +1,526	+87%	+$78K	﹤0.01%	2696
2026 Q1	$89.3K	Sell	1,750 -3,308	-65%	-$169K	﹤0.01%	2939
2025 Q4	$259K	Buy	5,058 +1,176	+30%	+$60.2K	﹤0.01%	2231
2025 Q3	$199K	Buy	+3,882	New	+$199K	﹤0.01%	2235
2023 Q1	–	Sell	-2,900	Closed	-$145K	–	3807
2022 Q4	$145K	Buy	+2,900	New	+$146K	﹤0.01%	1827

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

Rockefeller Capital Management's UYLD Position: Q2 2026 in Review

Rockefeller Capital Management increased its Angel Oak UltraShort Income ETF (UYLD) stake by 87% in Q2 2026, buying an estimated $78K and bringing the position to 3,276 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

Rockefeller Capital Management first reported a position in UYLD in Q4 2022 and has held it in 5 quarters since. The position peaked at $259K in Q4 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Rockefeller Capital Management held 3,276 shares of Angel Oak UltraShort Income ETF worth $167K as of Q2 2026.
Rockefeller Capital Management bought 1,526 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $78K.
Angel Oak UltraShort Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2696 holding.
Rockefeller Capital Management first reported a position in Angel Oak UltraShort Income ETF in Q4 2022 and has held it in 5 quarters since.
Rockefeller Capital Management's Angel Oak UltraShort Income ETF position peaked at $259K in Q4 2025.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.