Safe Harbor Wealth Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Safe Harbor Wealth Advisors’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
2025 Q4	$315K	Buy	+6,155	New	+$315K	0.31%	69

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 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

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Heritage Trust Oklahoma City, Oklahoma $1.15B AUM 35.37% 1-Year Est. Return

Safe Harbor Wealth Advisors's UYLD Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Angel Oak UltraShort Income ETF (UYLD) in Q4 2025: 6,155 shares worth $315K. The stake represents 0.31% of the portfolio and ranks #69 among its holdings.

85 funds tracked by Wall St. Rank hold UYLD as of Q4 2025.

Safe Harbor Wealth Advisors held 6,155 shares of Angel Oak UltraShort Income ETF worth $315K as of Q4 2025.
Angel Oak UltraShort Income ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Angel Oak UltraShort Income ETF made up 0.31% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #69 holding.
85 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.