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 Q2	$493M	Buy	9,761,860 +1,396,699	+17%	+$71.4M	0.82%	18
2026 Q1	$422M	Sell	8,365,161 -2,547,445	-23%	-$130M	0.86%	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 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's UYLD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Angel Oak UltraShort Income ETF (UYLD) stake by 17% in Q2 2026, buying an estimated $71.4M and bringing the position to 9,761,860 shares worth $493M. The position accounts for 0.82% of the portfolio, ranked #18.

Wealth Enhancement Advisory Services first reported a position in UYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $558M in Q4 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Wealth Enhancement Advisory Services held 9,761,860 shares of Angel Oak UltraShort Income ETF worth $493M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,396,699 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $71.4M.
Angel Oak UltraShort Income ETF made up 0.82% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #18 holding.
Wealth Enhancement Advisory Services first reported a position in Angel Oak UltraShort Income ETF in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Angel Oak UltraShort Income ETF position peaked at $558M in Q4 2025.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.