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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
2024-03-31 $3.4M 66k 50.88
2023-12-31 $2.4M 47k 50.59

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Qualcomm Common Stock (QCOM)
Jpmorgan Chase & Co Common Stock (JPM)
Unitedhealth Group Common Stock (UNH)
Home Depot Common Stock (HD)
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Visa Common Stock (V)
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View all positions for Heritage Trust

Top funds holding Angel Oak Ultrashort Income ETF

Wealth Enhancement Advisory Services
Gratus Capital
Requisite Capital Management
Camarda Wealth Advisory
Congress Wealth Management LLC / DE /
Sage Mountain Advisors
Heritage Trust
LPL Financial
Mechanics Bank Trust Department / The Mechanics Bank
Benjamin F. Edwards & Company
Precision Wealth Strategies
Stifel Financial
Lewis Asset Management
UBS Group
Sentinel Pension Advisors

View all funds holding Angel Oak Ultrashort Income ETF