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Belpointe Asset Management’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Belpointe Asset Management’s Portfolio UYLD Stock Details UYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$272K Buy
5,335
+625
+13% +$32K 0.01% 898
2025
Q4 		$241K Buy
4,710
+231
+5% +$11.8K 0.01% 900
2025
Q3 		$229K Sell
4,479
-424
-9% -$21.7K 0.01% 884
2025
Q2 		$250K Sell
4,903
-814
-14% -$41.6K 0.01% 809
2025
Q1 		$292K Buy
+5,717
New +$293K 0.02% 736
2024
Q4 		– Sell
-687
Closed -$35.1K – 957
2024
Q3 		$35.1K Buy
687
+214
+45% +$11K ﹤0.01% 861
2024
Q2 		$24.1K Buy
+473
New +$24.1K ﹤0.01% 780

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GI
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return