Cetera Investment Advisers’s Belpointe PREP OZ Stock Holding History

Cetera Investment Advisers’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	$673K	Sell	14,856 -3,474	-19%	-$171K	﹤0.01%	3412
2026 Q1	$975K	Hold	18,330	–	–	﹤0.01%	2924
2025 Q4	$1.19M	Buy	18,330 +13,630	+290%	+$858K	﹤0.01%	2672
2025 Q3	$301K	Hold	4,700	–	–	﹤0.01%	3830
2025 Q2	$301K	Hold	4,700	–	–	﹤0.01%	3398
2025 Q1	$303K	Hold	4,700	–	–	﹤0.01%	3257
2024 Q4	$364K	Hold	4,700	–	–	﹤0.01%	2948
2024 Q3	$324K	Sell	4,700 -270	-5%	-$17.6K	﹤0.01%	2999
2024 Q2	$288K	Sell	4,970 -260	-5%	-$15.5K	﹤0.01%	3066
2024 Q1	$318K	Buy	+5,230	New	+$327K	﹤0.01%	2979

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

Cetera Investment Advisers's OZ Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Belpointe PREP (OZ) stake by 19% in Q2 2026, selling an estimated $171K and leaving 14,856 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

Cetera Investment Advisers first reported a position in OZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2025. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

Cetera Investment Advisers held 14,856 shares of Belpointe PREP worth $673K as of Q2 2026.
Cetera Investment Advisers sold 3,474 Belpointe PREP shares in Q2 2026, an estimated $171K.
Belpointe PREP made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3412 holding.
Cetera Investment Advisers first reported a position in Belpointe PREP in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Belpointe PREP position peaked at $1.19M in Q4 2025.
43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.