Purchases and Sales Made in Q4 2025 in Angel Oak Fds Tr Ultrashort In (UYLD)
This table provides information about the institutional ownership of Angel Oak Fds Tr Ultrashort In (UYLD) during Q4 2025. The information is specifically focused on institutions that hold shares of ANGEL OAK FDS TR ULTRASHORT IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13M+ 11.59% |
N/A
|
10.9M
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
31.7K+ 28.48% |
N/A
|
143K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
24.9K+ 38.04% |
N/A
|
90.3K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
17.9K+ 2.75% |
N/A
|
668K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17.2K+ 15.75% |
N/A
|
126K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
7.22K+ 8.04% |
N/A
|
97K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
6.5K+ 12.7% |
N/A
|
57.7K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.49K+ 8.03% |
N/A
|
47K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.62K+ 7.34% |
N/A
|
23.7K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
837+ 18.64% |
N/A
|
5.33K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-971- 12.75% |
N/A
|
6.65K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.5K- 5.23% |
N/A
|
45.3K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-9.49K- 65.2% |
N/A
|
5.06K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-28.1K- 1.99% |
N/A
|
1.38M
$0
|
|