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 Q3	$2.07M	Buy	40,713 +5,005	+14%	+$255K	0.7%	23
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 $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

TradeWell Securities's UYLD Position: Q3 2026 in Review

TradeWell Securities increased its Angel Oak UltraShort Income ETF (UYLD) stake by 14% in Q3 2026, buying an estimated $255K and bringing the position to 40,713 shares worth $2.07M. The position accounts for 0.7% of the portfolio, ranked #23.

TradeWell Securities first reported a position in UYLD in Q4 2024 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

TradeWell Securities held 40,713 shares of Angel Oak UltraShort Income ETF worth $2.07M as of Q3 2026.
TradeWell Securities bought 5,005 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $255K.
Angel Oak UltraShort Income ETF made up 0.7% of TradeWell Securities's portfolio in Q3 2026, its #23 holding.
TradeWell Securities first reported a position in Angel Oak UltraShort Income ETF in Q4 2024 and has held it in 8 quarters since.
40 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.