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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
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 $301M AUM 21.61% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

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.