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

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

Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return