Cetera Investment Advisers
OZ icon

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
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 $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 $888M AUM 32.21% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

Cetera Investment Advisers's OZ Position: Q1 2026 in Review

Cetera Investment Advisers held its Belpointe PREP (OZ) position steady in Q1 2026 at 18,330 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

Cetera Investment Advisers first reported a position in OZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2025. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • Cetera Investment Advisers held 18,330 shares of Belpointe PREP worth $975K as of Q1 2026.
  • Cetera Investment Advisers left its Belpointe PREP share count unchanged in Q1 2026.
  • Belpointe PREP made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2924 holding.
  • Cetera Investment Advisers first reported a position in Belpointe PREP in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Belpointe PREP position peaked at $1.19M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.