Stifel Financial’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Stifel Financial’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	$15.1M	Buy	296,788 +70,851	+31%	+$3.62M	0.01%	804
2026 Q1	$11.5M	Buy	225,937 +20,070	+10%	+$1.03M	0.01%	884
2025 Q4	$10.5M	Buy	205,867 +13,390	+7%	+$686K	0.01%	927
2025 Q3	$9.84M	Buy	192,477 +32,856	+21%	+$1.68M	0.01%	957
2025 Q2	$8.15M	Buy	159,621 +7,176	+5%	+$367K	0.01%	990
2025 Q1	$7.79M	Buy	152,445 +21,294	+16%	+$1.09M	0.01%	970
2024 Q4	$6.7M	Buy	131,151 +12,141	+10%	+$621K	0.01%	1048
2024 Q3	$6.09M	Sell	119,010 -4,645	-4%	-$238K	0.01%	1094
2024 Q2	$6.29M	Buy	123,655 +26,076	+27%	+$1.33M	0.01%	1017
2024 Q1	$4.96M	Buy	97,579 +44,829	+85%	+$2.28M	0.01%	1142
2023 Q4	$2.67M	Buy	52,750 +46,296	+717%	+$2.34M	﹤0.01%	1478
2023 Q3	$327K	Buy	6,454 +165	+3%	+$8.33K	﹤0.01%	2746
2023 Q2	$317K	Buy	+6,289	New	+$317K	﹤0.01%	2791

Other funds holding UYLD

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RPSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial's UYLD Position: Q2 2026 in Review

Stifel Financial increased its Angel Oak UltraShort Income ETF (UYLD) stake by 31% in Q2 2026, buying an estimated $3.62M and bringing the position to 296,788 shares worth $15.1M. The position accounts for 0.01% of the portfolio, ranked #804.

Stifel Financial first reported a position in UYLD in Q2 2023 and has held it in 13 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Stifel Financial held 296,788 shares of Angel Oak UltraShort Income ETF worth $15.1M as of Q2 2026.
Stifel Financial bought 70,851 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $3.62M.
Angel Oak UltraShort Income ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #804 holding.
Stifel Financial first reported a position in Angel Oak UltraShort Income ETF in Q2 2023 and has held it in 13 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.