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Angel Oak Ultrashort Income ETF shares owned by Heritage Trust

Quarter-by-quarter ownership of Angel Oak Ultrashort Income ETF (UYLD) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in Angel Oak Ultrashort Income ETF

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Ultrashort Income ETF held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Ultrashort Income ETF by Heritage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 217k 51.15
2025-06-30 $8.2M 161k 51.07
2025-03-31 $7.3M 142k 51.09
2024-12-31 $6.8M 133k 51.07
2024-06-30 $4.4M 87k 50.89
2024-03-31 $3.4M 66k 50.88
2023-12-31 $2.4M 47k 50.59

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Alphabet Common Stock (GOOG)
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Oracle Corp Common Stock (ORCL)
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Qualcomm Common Stock (QCOM)
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Home Depot Common Stock (HD)
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View all positions for Heritage Trust

Top funds holding Angel Oak Ultrashort Income ETF

Wealth Enhancement Advisory Services
Gradient Investments
Colony
UBS Group
Richard P Slaughter Associates
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Wells Fargo & Company
Crescent Grove Advisors
Citadel Advisors
IFC Advisors
Janney Montgomery Scott
Country Club Bank
Greenwich Wealth Management
Heritage Trust

View all funds holding Angel Oak Ultrashort Income ETF