Sage Mountain Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Sage Mountain 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
2026 Q1	$6.44M	Sell	126,240 -132	-0.1%	-$6.76K	0.45%	32
2025 Q4	$6.46M	Buy	126,372 +17,193	+16%	+$881K	0.34%	45
2025 Q3	$5.58M	Buy	109,179 +48,748	+81%	+$2.5M	0.32%	44
2025 Q2	$3.09M	Sell	60,431 -6,305	-9%	-$322K	0.2%	63
2025 Q1	$3.41M	Sell	66,736 -909	-1%	-$46.5K	0.25%	51
2024 Q4	$3.45M	Buy	67,645 +8,699	+15%	+$445K	0.25%	51
2024 Q3	$3.02M	Sell	58,946 -10,793	-15%	-$552K	0.26%	52
2024 Q2	$3.55M	Sell	69,739 -2,712	-4%	-$138K	0.33%	42
2024 Q1	$3.69M	Buy	72,451 +49,851	+221%	+$2.53M	0.38%	37
2023 Q4	$1.14M	Buy	+22,600	New	+$1.14M	0.13%	78

Other funds holding UYLD

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return

Sage Mountain Advisors's UYLD Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 0.1% in Q1 2026, selling an estimated $6.76K and leaving 126,240 shares worth $6.44M. The position accounts for 0.45% of the portfolio, ranked #32.

Sage Mountain Advisors first reported a position in UYLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.46M in Q4 2025. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

Sage Mountain Advisors held 126,240 shares of Angel Oak UltraShort Income ETF worth $6.44M as of Q1 2026.
Sage Mountain Advisors sold 132 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $6.76K.
Angel Oak UltraShort Income ETF made up 0.45% of Sage Mountain Advisors's portfolio in Q1 2026, its #32 holding.
Sage Mountain Advisors first reported a position in Angel Oak UltraShort Income ETF in Q4 2023 and has held it in 10 quarters since.
Sage Mountain Advisors's Angel Oak UltraShort Income ETF position peaked at $6.46M in Q4 2025.
98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.