Steel Grove Capital Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Steel Grove Capital 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	$10.6M	Sell	207,597 -65,632	-24%	-$3.35M	0.99%	11
2026 Q1	$13.9M	Sell	273,229 -89	-0%	-$4.56K	1.47%	10
2025 Q4	$14M	Buy	273,318 +111,348	+69%	+$5.7M	1.45%	10
2025 Q3	$8.27M	Hold	161,970	–	–	0.98%	12
2025 Q2	$8.27M	Buy	161,970 +100,390	+163%	+$5.13M	0.98%	12
2025 Q1	$3.15M	Buy	+61,580	New	+$3.15M	0.48%	23

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

RPSA

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

KPWS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Steel Grove Capital Advisors's UYLD Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 24% in Q2 2026, selling an estimated $3.35M and leaving 207,597 shares worth $10.6M. The position accounts for 0.99% of the portfolio, ranked #11.

Steel Grove Capital Advisors first reported a position in UYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $14M in Q4 2025. 43 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Steel Grove Capital Advisors held 207,597 shares of Angel Oak UltraShort Income ETF worth $10.6M as of Q2 2026.
Steel Grove Capital Advisors sold 65,632 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $3.35M.
Angel Oak UltraShort Income ETF made up 0.99% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #11 holding.
Steel Grove Capital Advisors first reported a position in Angel Oak UltraShort Income ETF in Q1 2025 and has held it in 6 quarters since.
Steel Grove Capital Advisors's Angel Oak UltraShort Income ETF position peaked at $14M in Q4 2025.
43 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.