Sage Mountain Advisors
UYLD icon

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
Q3 		$8.85M Buy
174,466
+19,062
+12% +$973K 0.52% 30
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Heritage Trust
Heritage Trust Oklahoma City, Oklahoma $1.18B AUM 29.51% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return

Sage Mountain Advisors's UYLD Position: Q3 2026 in Review

Sage Mountain Advisors increased its Angel Oak UltraShort Income ETF (UYLD) stake by 12% in Q3 2026, buying an estimated $973K and bringing the position to 174,466 shares worth $8.85M. The position accounts for 0.52% of the portfolio, ranked #30.

Sage Mountain Advisors first reported a position in UYLD in Q4 2023 and has held it in 12 quarters since. 94 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

  • Sage Mountain Advisors held 174,466 shares of Angel Oak UltraShort Income ETF worth $8.85M as of Q3 2026.
  • Sage Mountain Advisors bought 19,062 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $973K.
  • Angel Oak UltraShort Income ETF made up 0.52% of Sage Mountain Advisors's portfolio in Q3 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 12 quarters since.
  • 94 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.