XY Planning Network’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

XY Planning Network’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	$3.19M	Sell	62,946 -5,314	-8%	-$271K	0.34%	68
2026 Q2	$3.48M	Buy	68,260 +4,634	+7%	+$237K	0.44%	49
2026 Q1	$3.25M	Buy	63,626 +16,633	+35%	+$852K	0.52%	44
2025 Q4	$2.4M	Buy	46,993 +3,493	+8%	+$179K	0.42%	57
2025 Q3	$2.22M	Hold	43,500	–	–	0.76%	38
2025 Q2	$2.22M	Buy	43,500 +16,456	+61%	+$841K	0.76%	38
2025 Q1	$1.38M	Buy	+27,044	New	+$1.38M	0.92%	31

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

XY Planning Network's UYLD Position: Q3 2026 in Review

XY Planning Network reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 7.8% in Q3 2026, selling an estimated $271K and leaving 62,946 shares worth $3.19M. The position accounts for 0.34% of the portfolio, ranked #68.

XY Planning Network first reported a position in UYLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.48M in Q2 2026. 32 funds tracked by Wall St. Rank hold UYLD as of Q3 2026.

XY Planning Network held 62,946 shares of Angel Oak UltraShort Income ETF worth $3.19M as of Q3 2026.
XY Planning Network sold 5,314 Angel Oak UltraShort Income ETF shares in Q3 2026, an estimated $271K.
Angel Oak UltraShort Income ETF made up 0.34% of XY Planning Network's portfolio in Q3 2026, its #68 holding.
XY Planning Network first reported a position in Angel Oak UltraShort Income ETF in Q1 2025 and has held it in 7 quarters since.
XY Planning Network's Angel Oak UltraShort Income ETF position peaked at $3.48M in Q2 2026.
32 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.