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 Q2	$7.93M	Buy	155,404 +29,164	+23%	+$1.49M	0.49%	30
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 $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

Sage Mountain Advisors's UYLD Position: Q2 2026 in Review

Sage Mountain Advisors increased its Angel Oak UltraShort Income ETF (UYLD) stake by 23% in Q2 2026, buying an estimated $1.49M and bringing the position to 155,404 shares worth $7.93M. The position accounts for 0.49% of the portfolio, ranked #30.

Sage Mountain Advisors first reported a position in UYLD in Q4 2023 and has held it in 11 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Sage Mountain Advisors held 155,404 shares of Angel Oak UltraShort Income ETF worth $7.93M as of Q2 2026.
Sage Mountain Advisors bought 29,164 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $1.49M.
Angel Oak UltraShort Income ETF made up 0.49% of Sage Mountain Advisors's portfolio in Q2 2026, its #30 holding.
Sage Mountain Advisors first reported a position in Angel Oak UltraShort Income ETF in Q4 2023 and has held it in 11 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.