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

Wealth Enhancement Trust 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 		$404K Buy
7,913
+134
+2% +$6.85K 0.04% 226
2026
Q1 		$397K Buy
7,779
+122
+2% +$6.25K 0.05% 223
2025
Q4 		$392K Buy
+7,657
New +$392K 0.05% 212

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 $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $1.15B AUM 35.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Angel Oak UltraShort Income ETF (UYLD) stake by 1.7% in Q2 2026, buying an estimated $6.85K and bringing the position to 7,913 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #226.

Wealth Enhancement Trust Services first reported a position in UYLD in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

  • Wealth Enhancement Trust Services held 7,913 shares of Angel Oak UltraShort Income ETF worth $404K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 134 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $6.85K.
  • Angel Oak UltraShort Income ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #226 holding.
  • Wealth Enhancement Trust Services first reported a position in Angel Oak UltraShort Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

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