B.O.S.S. Retirement Advisors’s Belpointe PREP OZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$803K Hold
15,096
0.24% 73
2025
Q4
$982K Sell
15,096
-45
-0.3% -$2.83K 0.31% 66
2025
Q3
$969K Sell
15,141
-23
-0.2% -$1.47K 0.23% 85
2025
Q2
$971K Hold
15,164
0.24% 81
2025
Q1
$978K Sell
15,164
-48
-0.3% -$3.08K 0.28% 72
2024
Q4
$1.18M Buy
+15,212
New +$1.08M 0.33% 67
2024
Q1
Sell
-24,115
Closed -$1.86M 201
2023
Q4
$1.86M Hold
24,115
0.36% 90
2023
Q3
$2.07M Hold
24,115
0.44% 73
2023
Q2
$2.07M Hold
24,115
0.44% 67
2023
Q1
$2.26M Hold
24,115
0.53% 55
2022
Q4
$2.41M Buy
+24,115
New +$2.29M 0.62% 45

Other funds holding OZ

B.O.S.S. Retirement Advisors's OZ Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors held its Belpointe PREP (OZ) position steady in Q1 2026 at 15,096 shares worth $803K. The position accounts for 0.24% of the portfolio, ranked #73.

B.O.S.S. Retirement Advisors first reported a position in OZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.41M in Q4 2022. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • B.O.S.S. Retirement Advisors held 15,096 shares of Belpointe PREP worth $803K as of Q1 2026.
  • B.O.S.S. Retirement Advisors left its Belpointe PREP share count unchanged in Q1 2026.
  • Belpointe PREP made up 0.24% of B.O.S.S. Retirement Advisors's portfolio in Q1 2026, its #73 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Belpointe PREP in Q4 2022 and has held it in 11 quarters since.
  • B.O.S.S. Retirement Advisors's Belpointe PREP position peaked at $2.41M in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.