Wealth Enhancement Advisory Services
UYLD icon

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
Q3 		$344M Sell
6,915,865
-2,845,995
-29% -$145M 0.51% 31
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NAM
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
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Wealth Enhancement Advisory Services's UYLD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 29% in Q3 2026, selling an estimated $145M and leaving 6,915,865 shares worth $344M. The position accounts for 0.51% of the portfolio, ranked #31.

Wealth Enhancement Advisory Services first reported a position in UYLD in Q1 2024 and has held it in 11 quarters since. The position peaked at $558M in Q4 2025. 19 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 6,915,865 shares of Angel Oak UltraShort Income ETF worth $344M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,845,995 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $145M.
  • Angel Oak UltraShort Income ETF made up 0.51% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #31 holding.
  • Wealth Enhancement Advisory Services first reported a position in Angel Oak UltraShort Income ETF in Q1 2024 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Angel Oak UltraShort Income ETF position peaked at $558M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.