Worth Asset Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Worth Asset Management’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	$247K	Buy	+4,843	New	+$248K	0.08%	173
2025 Q4	–	Sell	-4,020	Closed	-$206K	–	182
2025 Q3	$206K	Sell	4,020 -14,120	-78%	-$723K	0.09%	159
2025 Q2	$926K	Buy	18,140 +12,773	+238%	+$653K	0.46%	43
2025 Q1	$274K	Sell	5,367 -14,106	-72%	-$722K	0.15%	109
2024 Q4	$994K	Buy	19,473 +7,284	+60%	+$373K	0.53%	42
2024 Q3	$624K	Buy	+12,189	New	+$624K	0.34%	67

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 $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

Worth Asset Management's UYLD Position: Q2 2026 in Review

Worth Asset Management opened a new position in Angel Oak UltraShort Income ETF (UYLD) in Q2 2026: 4,843 shares worth $247K. The stake represents 0.08% of the portfolio and ranks #173 among its holdings. This is a return to the name: Worth Asset Management previously reported a position in UYLD as recently as Q3 2025.

Worth Asset Management first reported a position in UYLD in Q3 2024 and has held it in 6 quarters since. The position peaked at $994K in Q4 2024. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Worth Asset Management held 4,843 shares of Angel Oak UltraShort Income ETF worth $247K as of Q2 2026.
Angel Oak UltraShort Income ETF was a new Worth Asset Management position in Q2 2026.
Angel Oak UltraShort Income ETF made up 0.08% of Worth Asset Management's portfolio in Q2 2026, its #173 holding.
Worth Asset Management first reported a position in Angel Oak UltraShort Income ETF in Q3 2024 and has held it in 6 quarters since.
Worth Asset Management's Angel Oak UltraShort Income ETF position peaked at $994K in Q4 2024.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.