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UYLD
Showing 8 of 9 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ANGEL OAK FUNDS TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 8.4M shares of UYLD (ANGEL OAK FUNDS TRUST), worth $422.1M as of 2026-Q1. The position was decreased (-23.3% shares). UYLD represents 0.9% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$422.1M

Current Shares

8.4M

Total Value Change

+$157.5M

Total Shares Change

+3.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
8.4M
-23.3%
$422.1M0.9%$51.19
0
2025-Q4
Increased
10.9M
+11.6%
$558.3M0.8%$50.94
49
2025-Q3
Increased
9.8M
+9.1%
$500.6M0.8%$50.34
48
2025-Q2
Increased
9M
+10.9%
$457.9M0.8%$49.64
49
2025-Q1
Increased
8.1M
+10.7%
$412.8M0.8%$49.01
49
2024-Q4
Increased
7.3M
+13.2%
$372.8M0.7%$48.36
50
2024-Q3
Increased
6.4M
+24.0%
$330M0.7%$47.77
53
2024-Q2
Increased
5.2M
+8.9%
$264.6M0.6%$46.83
47

Other major holders of UYLD: Focus Partners Wealth

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