Sentinel Pension Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Sentinel Pension 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
2025 Q3	–	Sell	-9,355	Closed	-$478K	–	126
2025 Q2	$478K	Sell	9,355 -845	-8%	-$43.2K	0.08%	83
2025 Q1	$521K	Sell	10,200 -8,919	-47%	-$457K	0.1%	72
2024 Q4	$976K	Buy	19,119 +4,435	+30%	+$227K	0.18%	54
2024 Q3	$751K	Sell	14,684 -16,299	-53%	-$834K	0.14%	59
2024 Q2	$1.58M	Buy	30,983 +18,960	+158%	+$966K	0.33%	47
2024 Q1	$612K	Sell	12,023 -23,404	-66%	-$1.19M	0.13%	60
2023 Q4	$1.79M	Buy	35,427 +11,244	+46%	+$569K	0.43%	35
2023 Q3	$1.22M	Buy	24,183 +3,925	+19%	+$198K	0.3%	48
2023 Q2	$1.02M	Buy	+20,258	New	+$1.02M	0.25%	55

Other funds holding UYLD

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

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

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

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

RPSA

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

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

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

CGA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Sentinel Pension Advisors's UYLD Position: Q3 2025 in Review

Sentinel Pension Advisors sold out of Angel Oak UltraShort Income ETF (UYLD) in Q3 2025, closing a stake of 9,355 shares — an estimated $478K sold.

Sentinel Pension Advisors first reported a position in UYLD in Q2 2023 and held it in 9 quarters. The position peaked at $1.79M in Q4 2023. 80 funds tracked by Wall St. Rank hold UYLD as of Q3 2025.

Sentinel Pension Advisors reported no remaining Angel Oak UltraShort Income ETF position as of Q3 2025 after selling out during the quarter.
Sentinel Pension Advisors sold 9,355 Angel Oak UltraShort Income ETF shares in Q3 2025, an estimated $478K.
Sentinel Pension Advisors first reported a position in Angel Oak UltraShort Income ETF in Q2 2023 and held it in 9 quarters.
Sentinel Pension Advisors's Angel Oak UltraShort Income ETF position peaked at $1.79M in Q4 2023.
80 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2025.

Based on Sentinel Pension Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.