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 Q2	–	Sell	-5,335	Closed	-$272K	–	1237
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	–	951
2024 Q3	$35.1K	Buy	687 +214	+45%	+$11K	﹤0.01%	861
2024 Q2	$24.1K	Buy	+473	New	+$24.1K	﹤0.01%	780

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Belpointe Asset Management's UYLD Position: Q2 2026 in Review

Belpointe Asset Management sold out of Angel Oak UltraShort Income ETF (UYLD) in Q2 2026, closing a stake of 5,335 shares — an estimated $272K sold.

Belpointe Asset Management first reported a position in UYLD in Q2 2024 and held it in 7 quarters. The position peaked at $292K in Q1 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Belpointe Asset Management reported no remaining Angel Oak UltraShort Income ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 5,335 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $272K.
Belpointe Asset Management first reported a position in Angel Oak UltraShort Income ETF in Q2 2024 and held it in 7 quarters.
Belpointe Asset Management's Angel Oak UltraShort Income ETF position peaked at $292K in Q1 2025.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.