UYLD — ANGEL OAK FUNDS TRUST

Ownership history in Able Wealth Management LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in ANGEL OAK FUNDS TRUST (UYLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.8% (2025 Q3)
Avg. % of fund
1.42%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 98,134 -47,344 -32.5% 1.59% $5.0M $50.82
2025 Q3 ADDED 145,478 +103,619 +247.5% 2.80% $7.4M $50.20
2025 Q2 ADDED 41,859 +35,164 +525.2% 1.08% $2.1M $49.49
2025 Q1 INITIATED 6,695 — — 0.20% $342K $48.87
% of Fund (quarterly)    UYLD price (monthly, adj. close)

Other funds also holding UYLD

As of 2025 Q4 — sorted by position size

Richard P Slaughter Associates Inc 3Y 7.16% ISLAY CAPITAL MANAGEMENT, LLC 3Y 4.57% TCFG WEALTH MANAGEMENT, LLC 2.12% Precision Wealth Strategies, LLC 3Y 2.03% Crescent Grove Advisors, LLC 3Y 7Y 1.66% STEEL GROVE CAPITAL ADVISORS, LLC 3Y 7Y 1.45% Brown Financial Advisors 1.44% Weaver Consulting Group 3Y 1.4% Lewis Asset Management, LLC 1.2% Gradient Investments LLC 3Y 7Y 1.12%
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