Transamerica Financial Advisors’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Transamerica Financial Advisors’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	$2.31M	Sell	45,370 -1,034	-2%	-$52.9K	0.2%	118
2026 Q1	$2.37M	Sell	46,404 -2,405	-5%	-$123K	0.2%	116
2025 Q4	$2.5M	Buy	48,809 +277	+0.6%	+$14.2K	0.21%	114
2025 Q3	$2.48M	Sell	48,532 -534	-1%	-$27.4K	0.21%	101
2025 Q2	$2.51M	Sell	49,066 -1,295	-3%	-$66.2K	0.24%	96
2025 Q1	$2.57M	Sell	50,361 -2,328	-4%	-$119K	0.26%	93
2024 Q4	$2.69M	Sell	52,689 -2,013	-4%	-$103K	0.27%	90
2024 Q3	$2.8M	Buy	54,702 +200	+0.4%	+$10.2K	0.27%	90
2024 Q2	$2.77M	Hold	54,502	–	–	0.3%	86
2024 Q1	$2.77M	Buy	54,502 +48,510	+810%	+$2.47M	0.28%	92
2023 Q4	$304K	Buy	5,992 +537	+10%	+$27.2K	0.04%	213
2023 Q3	$277K	Buy	+5,455	New	+$275K	0.04%	200

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

Transamerica Financial Advisors's UYLD Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 2.2% in Q2 2026, selling an estimated $52.9K and leaving 45,370 shares worth $2.31M. The position accounts for 0.2% of the portfolio, ranked #118.

Transamerica Financial Advisors first reported a position in UYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.8M in Q3 2024. 98 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Transamerica Financial Advisors held 45,370 shares of Angel Oak UltraShort Income ETF worth $2.31M as of Q2 2026.
Transamerica Financial Advisors sold 1,034 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $52.9K.
Angel Oak UltraShort Income ETF made up 0.2% of Transamerica Financial Advisors's portfolio in Q2 2026, its #118 holding.
Transamerica Financial Advisors first reported a position in Angel Oak UltraShort Income ETF in Q3 2023 and has held it in 12 quarters since.
Transamerica Financial Advisors's Angel Oak UltraShort Income ETF position peaked at $2.8M in Q3 2024.
98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.