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Weaver Consulting Group’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Weaver Consulting Group’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 		$8.96M Sell
176,642
-210
-0.1% -$10.7K 1.74% 8
2026
Q2 		$9.02M Buy
176,852
+20,579
+13% +$1.05M 1.85% 9
2026
Q1 		$7.98M Buy
156,273
+44,279
+40% +$2.27M 1.9% 9
2025
Q4 		$5.73M Buy
+111,994
New +$5.74M 1.4% 14

Other funds holding UYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
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
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
ICM
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return
Independent Financial Group
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
TIA
TCFG Investment Advisors Laguna Niguel, California $293M AUM

Weaver Consulting Group's UYLD Position: Q3 2026 in Review

Weaver Consulting Group reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 0.12% in Q3 2026, selling an estimated $10.7K and leaving 176,642 shares worth $8.96M. The position accounts for 1.74% of the portfolio, ranked #8.

Weaver Consulting Group first reported a position in UYLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.02M in Q2 2026. 23 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

  • Weaver Consulting Group held 176,642 shares of Angel Oak UltraShort Income ETF worth $8.96M as of Q3 2026.
  • Weaver Consulting Group sold 210 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $10.7K.
  • Angel Oak UltraShort Income ETF made up 1.74% of Weaver Consulting Group's portfolio in Q3 2026, its #8 holding.
  • Weaver Consulting Group first reported a position in Angel Oak UltraShort Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Weaver Consulting Group's Angel Oak UltraShort Income ETF position peaked at $9.02M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.