TCFG Wealth Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

TCFG Wealth 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
2026 Q1	$5.29M	Sell	103,664 -2,450	-2%	-$125K	1.98%	7
2025 Q4	$5.43M	Sell	106,114 -1,642	-2%	-$84.1K	2.12%	5
2025 Q3	$5.51M	Buy	107,756 +2,081	+2%	+$107K	2.17%	5
2025 Q2	$5.4M	Sell	105,675 -11,001	-9%	-$562K	2.44%	4
2025 Q1	$5.96M	Sell	116,676 -4,608	-4%	-$236K	2.99%	3
2024 Q4	$6.19M	Buy	121,284 +5,802	+5%	+$297K	3.12%	3
2024 Q3	$5.91M	Buy	+115,482	New	+$5.91M	2.97%	3

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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 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

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

Heritage Trust Oklahoma City, Oklahoma $1.15B AUM 35.37% 1-Year Est. Return

TCFG Wealth Management's UYLD Position: Q1 2026 in Review

TCFG Wealth Management reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 2.3% in Q1 2026, selling an estimated $125K and leaving 103,664 shares worth $5.29M. The position accounts for 1.98% of the portfolio, ranked #7.

TCFG Wealth Management first reported a position in UYLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.19M in Q4 2024. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

TCFG Wealth Management held 103,664 shares of Angel Oak UltraShort Income ETF worth $5.29M as of Q1 2026.
TCFG Wealth Management sold 2,450 Angel Oak UltraShort Income ETF shares in Q1 2026, an estimated $125K.
Angel Oak UltraShort Income ETF made up 1.98% of TCFG Wealth Management's portfolio in Q1 2026, its #7 holding.
TCFG Wealth Management first reported a position in Angel Oak UltraShort Income ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's Angel Oak UltraShort Income ETF position peaked at $6.19M in Q4 2024.
98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.