Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Wealth Enhancement Advisory Services’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	$422M	Sell	8,365,161 -2,547,445	-23%	-$130M	0.93%	17
2025 Q4	$558M	Buy	10,912,606 +1,133,106	+12%	+$58M	0.76%	20
2025 Q3	$501M	Buy	9,779,500 +818,375	+9%	+$41.9M	0.76%	22
2025 Q2	$458M	Buy	8,961,125 +881,145	+11%	+$45M	0.76%	22
2025 Q1	$413M	Buy	8,079,980 +779,284	+11%	+$39.9M	0.79%	20
2024 Q4	$373M	Buy	7,300,696 +852,178	+13%	+$43.6M	0.71%	23
2024 Q3	$330M	Buy	6,448,518 +1,249,742	+24%	+$64M	0.71%	22
2024 Q2	$265M	Buy	5,198,776 +425,860	+9%	+$21.7M	0.63%	27
2024 Q1	$243M	Buy	+4,772,916	New	+$243M	0.63%	26

Other funds holding UYLD

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return

First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return