Abound Wealth Management’s Belpointe PREP OZ Stock Holding History

Abound Wealth Management’s Portfolio OZ Stock Details OZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$150K	Hold	3,645	–	–	0.03%	137
2026 Q2	$165K	Hold	3,645	–	–	0.03%	112
2026 Q1	$194K	Hold	3,645	–	–	0.04%	96
2025 Q4	$237K	Hold	3,645	–	–	0.06%	78
2025 Q3	$233K	Hold	3,645	–	–	0.06%	73
2025 Q2	$233K	Hold	3,645	–	–	0.07%	67
2025 Q1	$235K	Buy	+3,645	New	+$234K	0.08%	62

Other funds holding OZ

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.46B AUM 24.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Abound Wealth Management's OZ Position: Q3 2026 in Review

Abound Wealth Management held its Belpointe PREP (OZ) position steady in Q3 2026 at 3,645 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #137.

Abound Wealth Management first reported a position in OZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $237K in Q4 2025. 22 funds tracked by Wall St. Rank hold OZ as of Q3 2026.

Abound Wealth Management held 3,645 shares of Belpointe PREP worth $150K as of Q3 2026.
Abound Wealth Management left its Belpointe PREP share count unchanged in Q3 2026.
Belpointe PREP made up 0.03% of Abound Wealth Management's portfolio in Q3 2026, its #137 holding.
Abound Wealth Management first reported a position in Belpointe PREP in Q1 2025 and has held it in 7 quarters since.
Abound Wealth Management's Belpointe PREP position peaked at $237K in Q4 2025.
22 funds tracked by Wall St. Rank held Belpointe PREP as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.