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Coppell Advisory Solutions’s Belpointe PREP OZ Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-6,150
Closed -$401K – 250
2025
Q4 		$401K Buy
6,150
+2,591
+73% +$163K 0.04% 283
2025
Q3 		$228K Hold
3,559
– – 0.02% 367
2025
Q2 		$232K Sell
3,559
-25
-0.7% -$1.6K 0.03% 331
2025
Q1 		$224K Hold
3,584
– – 0.03% 302
2024
Q4 		$272K Sell
3,584
-5
-0.1% -$354 0.04% 230
2024
Q3 		$252K Sell
3,589
-10
-0.3% -$652 0.04% 239
2024
Q2 		$208K Buy
+3,599
New +$214K 0.03% 250
2023
Q4 		$279K Sell
3,609
-33
-0.9% -$2.38K 0.06% 218
2023
Q3 		$364K Buy
3,642
+33
+0.9% +$2.86K 0.13% 128
2023
Q2 		$314K Hold
3,609
– – 0.09% 147
2023
Q1 		$337K Sell
3,609
-33
-0.9% -$3.17K 0.11% 144
2022
Q4 		$364K Buy
+3,642
New +$346K 0.12% 129

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

Coppell Advisory Solutions's OZ Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Belpointe PREP (OZ) in Q1 2026, closing a stake of 6,150 shares — an estimated $401K sold.

Coppell Advisory Solutions first reported a position in OZ in Q4 2022 and held it in 12 quarters. The position peaked at $401K in Q4 2025. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Belpointe PREP position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6,150 Belpointe PREP shares in Q1 2026, an estimated $401K.
  • Coppell Advisory Solutions first reported a position in Belpointe PREP in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's Belpointe PREP position peaked at $401K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.