Wealthspire Advisors (New York)’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Wealthspire Advisors (New York)’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	$283K	Hold	5,541	–	–	﹤0.01%	1011
2026 Q1	$283K	Hold	5,541	–	–	﹤0.01%	744
2025 Q4	$283K	Sell	5,541 -6,137	-53%	-$314K	﹤0.01%	823
2025 Q3	$597K	Sell	11,678 -1,488	-11%	-$76.2K	﹤0.01%	493
2025 Q2	$672K	Sell	13,166 -4,817	-27%	-$246K	﹤0.01%	469
2025 Q1	$919K	Sell	17,983 -2,054	-10%	-$105K	0.01%	391
2024 Q4	$1.02M	Buy	+20,037	New	+$1.03M	0.01%	366

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 $2.75B AUM 36.11% 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

Wealthspire Advisors (New York)'s UYLD Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Angel Oak UltraShort Income ETF (UYLD) position steady in Q2 2026 at 5,541 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Wealthspire Advisors (New York) first reported a position in UYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2024. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Wealthspire Advisors (New York) held 5,541 shares of Angel Oak UltraShort Income ETF worth $283K as of Q2 2026.
Wealthspire Advisors (New York) left its Angel Oak UltraShort Income ETF share count unchanged in Q2 2026.
Angel Oak UltraShort Income ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1011 holding.
Wealthspire Advisors (New York) first reported a position in Angel Oak UltraShort Income ETF in Q4 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Angel Oak UltraShort Income ETF position peaked at $1.02M in Q4 2024.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.