Stifel Financial
UYLD icon

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
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

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return