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

B.O.S.S. Retirement Advisors’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 Q2	$677K	Sell	14,959 -137	-0.9%	-$6.75K	0.18%	76
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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PWS

Precision Wealth Strategies Saint Louis, Missouri $332M AUM 45.63% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

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

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

B.O.S.S. Retirement Advisors's OZ Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Belpointe PREP (OZ) stake by 0.91% in Q2 2026, selling an estimated $6.75K and leaving 14,959 shares worth $677K. The position accounts for 0.18% of the portfolio, ranked #76.

B.O.S.S. Retirement Advisors first reported a position in OZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.41M in Q4 2022. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

B.O.S.S. Retirement Advisors held 14,959 shares of Belpointe PREP worth $677K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 137 Belpointe PREP shares in Q2 2026, an estimated $6.75K.
Belpointe PREP made up 0.18% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #76 holding.
B.O.S.S. Retirement Advisors first reported a position in Belpointe PREP in Q4 2022 and has held it in 12 quarters since.
B.O.S.S. Retirement Advisors's Belpointe PREP position peaked at $2.41M in Q4 2022.
43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.