Secure Asset Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Secure Asset Management’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 Q1	–	Sell	-19,028	Closed	-$972K	–	367
2024 Q4	$972K	Buy	19,028 +2,416	+15%	+$124K	0.15%	133
2024 Q3	$850K	Sell	16,612 -24,391	-59%	-$1.25M	0.14%	144
2024 Q2	$2.09M	Buy	41,003 +11,649	+40%	+$594K	0.39%	54
2024 Q1	$1.49M	Buy	29,354 +1,804	+7%	+$91.7K	0.35%	62
2023 Q4	$1.39M	Buy	+27,550	New	+$1.39M	0.37%	63

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

RPSA

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

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

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Secure Asset Management's UYLD Position: Q1 2025 in Review

Secure Asset Management sold out of Angel Oak UltraShort Income ETF (UYLD) in Q1 2025, closing a stake of 19,028 shares — an estimated $972K sold.

Secure Asset Management first reported a position in UYLD in Q4 2023 and held it in 5 quarters. The position peaked at $2.09M in Q2 2024. 59 funds tracked by Wall St. Rank hold UYLD as of Q1 2025.

Secure Asset Management reported no remaining Angel Oak UltraShort Income ETF position as of Q1 2025 after selling out during the quarter.
Secure Asset Management sold 19,028 Angel Oak UltraShort Income ETF shares in Q1 2025, an estimated $972K.
Secure Asset Management first reported a position in Angel Oak UltraShort Income ETF in Q4 2023 and held it in 5 quarters.
Secure Asset Management's Angel Oak UltraShort Income ETF position peaked at $2.09M in Q2 2024.
59 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.