SMA
Sage Mountain Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.09M | Sell |
60,431
-6,305
| -9% | -$322K | 0.2% | 63 |
|
2025
Q1 | $3.41M | Sell |
66,736
-909
| -1% | -$46.4K | 0.25% | 51 |
|
2024
Q4 | $3.45M | Buy |
67,645
+8,699
| +15% | +$444K | 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% | +$2.54M | 0.38% | 37 |
|
2023
Q4 | $1.14M | Buy |
+22,600
| New | +$1.14M | 0.13% | 78 |
|