UYLD Holdings Changes

This page summarizes the UYLD holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether UYLD is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing UYLD Share Count
Mechanics Bank Trust Department	17,450	59,950	+42,500	+243.55%
Sage Mountain Advisors LLC	22,600	72,451	+49,851	+220.58%
Congress Wealth Management LLC DE	60,306	87,706	+27,400	+45.43%
Requisite Capital Management LLC	128,970	130,116	+1,146	+0.89%
13F Filers Reporting New Positions In UYLD
CWM LLC	0	17	+17	+100%
Wealth Enhancement Advisory Services LLC	0	4,772,916	+4,772,916	+100%
Richard P Slaughter Associates Inc	0	5,261	+5,261	+100%

See Summary: Institutional Holders of UYLD
See Details: Top 10 Hedge Funds Holding UYLD

UYLD Holdings Changes | www.HoldingsChannel.com

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