Commonwealth Equity Services
OZ icon

Commonwealth Equity Services’s Belpointe PREP OZ Stock Holding History

Commonwealth Equity Services’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
2025
Q4 		– Sell
-3,900
Closed -$250K – 4407
2025
Q3 		$250K Buy
+3,900
New +$249K ﹤0.01% 3783

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
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Commonwealth Equity Services's OZ Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Belpointe PREP (OZ) in Q4 2025, closing a stake of 3,900 shares — an estimated $250K sold.

Commonwealth Equity Services first reported a position in OZ in Q3 2025 and held it in 1 quarter. The position peaked at $250K in Q3 2025. 48 funds tracked by Wall St. Rank hold OZ as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Belpointe PREP position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 3,900 Belpointe PREP shares in Q4 2025, an estimated $250K.
  • Commonwealth Equity Services first reported a position in Belpointe PREP in Q3 2025 and held it in 1 quarter.
  • Commonwealth Equity Services's Belpointe PREP position peaked at $250K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Belpointe PREP as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.