Cambridge Investment Research Advisors’s Belpointe PREP OZ Stock Holding History

Cambridge Investment Research 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	$592K	Hold	13,080	–	–	﹤0.01%	2598
2026 Q1	$696K	Hold	13,080	–	–	﹤0.01%	2507
2025 Q4	$851K	Hold	13,080	–	–	﹤0.01%	2226
2025 Q3	$837K	Hold	13,080	–	–	﹤0.01%	2188
2025 Q2	$837K	Buy	+13,080	New	+$836K	﹤0.01%	2098
2025 Q1	–	Sell	-2,739	Closed	-$212K	–	3595
2024 Q4	$212K	Buy	+2,739	New	+$194K	﹤0.01%	3152

Other funds holding OZ

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

MAC

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

SSWM

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

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Cambridge Investment Research Advisors's OZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors held its Belpointe PREP (OZ) position steady in Q2 2026 at 13,080 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Cambridge Investment Research Advisors first reported a position in OZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $851K in Q4 2025. 13 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

Cambridge Investment Research Advisors held 13,080 shares of Belpointe PREP worth $592K as of Q2 2026.
Cambridge Investment Research Advisors left its Belpointe PREP share count unchanged in Q2 2026.
Belpointe PREP made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2598 holding.
Cambridge Investment Research Advisors first reported a position in Belpointe PREP in Q4 2024 and has held it in 6 quarters since.
Cambridge Investment Research Advisors's Belpointe PREP position peaked at $851K in Q4 2025.
13 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.