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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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return

Vise Technologies's UYLD Position: Q1 2026 in Review

Vise Technologies held its Angel Oak UltraShort Income ETF (UYLD) position steady in Q1 2026 at 85,821 shares worth $4.39M. The position accounts for 0.09% of the portfolio, ranked #195.

Vise Technologies first reported a position in UYLD in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.74M in Q2 2025. 98 funds tracked by Wall St. Rank hold UYLD as of Q1 2026.

  • Vise Technologies held 85,821 shares of Angel Oak UltraShort Income ETF worth $4.39M as of Q1 2026.
  • Vise Technologies left its Angel Oak UltraShort Income ETF share count unchanged in Q1 2026.
  • Angel Oak UltraShort Income ETF made up 0.09% of Vise Technologies's portfolio in Q1 2026, its #195 holding.
  • Vise Technologies first reported a position in Angel Oak UltraShort Income ETF in Q4 2024 and has held it in 5 quarters since.
  • Vise Technologies's Angel Oak UltraShort Income ETF position peaked at $5.74M in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.