Vise Technologies’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Vise Technologies’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	$9.62M	Buy	188,678 +102,857	+120%	+$5.26M	0.11%	159
2026 Q1	$4.39M	Hold	85,821	–	–	0.09%	195
2025 Q4	$4.39M	Buy	85,821 +48,058	+127%	+$2.46M	0.09%	196
2025 Q3	$1.93M	Sell	37,763 -74,559	-66%	-$3.82M	0.07%	264
2025 Q2	$5.74M	Buy	+112,322	New	+$5.74M	0.24%	90
2024 Q4	$280K	Buy	+5,478	New	+$280K	0.02%	621

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

Vise Technologies's UYLD Position: Q2 2026 in Review

Vise Technologies increased its Angel Oak UltraShort Income ETF (UYLD) stake by 120% in Q2 2026, buying an estimated $5.26M and bringing the position to 188,678 shares worth $9.62M. The position accounts for 0.11% of the portfolio, ranked #159.

Vise Technologies first reported a position in UYLD in Q4 2024 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Vise Technologies held 188,678 shares of Angel Oak UltraShort Income ETF worth $9.62M as of Q2 2026.
Vise Technologies bought 102,857 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $5.26M.
Angel Oak UltraShort Income ETF made up 0.11% of Vise Technologies's portfolio in Q2 2026, its #159 holding.
Vise Technologies first reported a position in Angel Oak UltraShort Income ETF in Q4 2024 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.