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 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 $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

XY Planning Network's UYLD Position: Q2 2026 in Review

XY Planning Network increased its Angel Oak UltraShort Income ETF (UYLD) stake by 7.3% in Q2 2026, buying an estimated $237K and bringing the position to 68,260 shares worth $3.48M. The position accounts for 0.44% of the portfolio, ranked #49.

XY Planning Network first reported a position in UYLD in Q1 2025 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

XY Planning Network held 68,260 shares of Angel Oak UltraShort Income ETF worth $3.48M as of Q2 2026.
XY Planning Network bought 4,634 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $237K.
Angel Oak UltraShort Income ETF made up 0.44% of XY Planning Network's portfolio in Q2 2026, its #49 holding.
XY Planning Network first reported a position in Angel Oak UltraShort Income ETF in Q1 2025 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.