VisionPoint Advisory Group
UYLD icon

VisionPoint Advisory Group’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

VisionPoint Advisory Group’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 		$1.54M Buy
30,310
+8,545
+39% +$436K 0.24% 89
2026
Q2 		$1.11M Buy
21,765
+7,113
+49% +$364K 0.18% 129
2026
Q1 		$748K Buy
+14,652
New +$751K 0.14% 167

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

VisionPoint Advisory Group's UYLD Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Angel Oak UltraShort Income ETF (UYLD) stake by 39% in Q3 2026, buying an estimated $436K and bringing the position to 30,310 shares worth $1.54M. The position accounts for 0.24% of the portfolio, ranked #89.

VisionPoint Advisory Group first reported a position in UYLD in Q1 2026 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

  • VisionPoint Advisory Group held 30,310 shares of Angel Oak UltraShort Income ETF worth $1.54M as of Q3 2026.
  • VisionPoint Advisory Group bought 8,545 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $436K.
  • Angel Oak UltraShort Income ETF made up 0.24% of VisionPoint Advisory Group's portfolio in Q3 2026, its #89 holding.
  • VisionPoint Advisory Group first reported a position in Angel Oak UltraShort Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.