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Tidemark’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Tidemark’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
2024
Q4 		– Sell
-1,000
Closed -$51.2K – 684
2024
Q3 		$51.2K Buy
+1,000
New +$51.2K 0.02% 223

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tidemark's UYLD Position: Q4 2024 in Review

Tidemark sold out of Angel Oak UltraShort Income ETF (UYLD) in Q4 2024, closing a stake of 1,000 shares — an estimated $51.2K sold.

Tidemark first reported a position in UYLD in Q3 2024 and held it in 1 quarter. The position peaked at $51.2K in Q3 2024. 54 funds tracked by Wall St. Rank hold UYLD as of Q4 2024.

  • Tidemark reported no remaining Angel Oak UltraShort Income ETF position as of Q4 2024 after selling out during the quarter.
  • Tidemark sold 1,000 Angel Oak UltraShort Income ETF shares in Q4 2024, an estimated $51.2K.
  • Tidemark first reported a position in Angel Oak UltraShort Income ETF in Q3 2024 and held it in 1 quarter.
  • Tidemark's Angel Oak UltraShort Income ETF position peaked at $51.2K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q4 2024.

Based on Tidemark's 13F filing for Q4 2024, filed 10 Feb 2025.