TradeWell Securities’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

TradeWell Securities’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	$1.82M	Buy	35,708 +3,166	+10%	+$162K	0.65%	23
2026 Q1	$1.67M	Buy	32,542 +1,360	+4%	+$69.7K	0.7%	21
2025 Q4	$1.59M	Buy	31,182 +2,194	+8%	+$112K	0.62%	22
2025 Q3	$1.48M	Buy	28,988 +5,639	+24%	+$289K	0.62%	21
2025 Q2	$1.19M	Buy	23,349 +411	+2%	+$21K	0.57%	21
2025 Q1	$1.17M	Buy	22,938 +3,915	+21%	+$200K	0.65%	20
2024 Q4	$971K	Buy	+19,023	New	+$974K	0.5%	20

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

TradeWell Securities's UYLD Position: Q2 2026 in Review

TradeWell Securities increased its Angel Oak UltraShort Income ETF (UYLD) stake by 9.7% in Q2 2026, buying an estimated $162K and bringing the position to 35,708 shares worth $1.82M. The position accounts for 0.65% of the portfolio, ranked #23.

TradeWell Securities first reported a position in UYLD in Q4 2024 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

TradeWell Securities held 35,708 shares of Angel Oak UltraShort Income ETF worth $1.82M as of Q2 2026.
TradeWell Securities bought 3,166 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $162K.
Angel Oak UltraShort Income ETF made up 0.65% of TradeWell Securities's portfolio in Q2 2026, its #23 holding.
TradeWell Securities first reported a position in Angel Oak UltraShort Income ETF in Q4 2024 and has held it in 7 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.