Integrated Advisors Network’s Belpointe PREP OZ Stock Holding History

Integrated Advisors Network’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	-3,350	Closed	-$218K	–	761
2025 Q4	$218K	Hold	3,350	–	–	0.01%	674
2025 Q3	$214K	Hold	3,350	–	–	0.01%	731
2025 Q2	$214K	Hold	3,350	–	–	0.01%	706
2025 Q1	$216K	Hold	3,350	–	–	0.01%	671
2024 Q4	$259K	Hold	3,350	–	–	0.01%	608
2024 Q3	$231K	Buy	+3,350	New	+$219K	0.01%	658
2024 Q2	–	Sell	-3,350	Closed	-$204K	–	732
2024 Q1	$204K	Hold	3,350	–	–	0.01%	683
2023 Q4	$259K	Hold	3,350	–	–	0.01%	588
2023 Q3	$287K	Hold	3,350	–	–	0.02%	550
2023 Q2	$288K	Hold	3,350	–	–	0.02%	552
2023 Q1	$314K	Hold	3,350	–	–	0.02%	532
2022 Q4	$335K	Hold	3,350	–	–	0.02%	493
2022 Q3	$283K	Hold	3,350	–	–	0.02%	520
2022 Q2	$327K	Hold	3,350	–	–	0.02%	507
2022 Q1	$335K	Hold	3,350	–	–	0.02%	517
2021 Q4	$335K	Buy	+3,350	New	+$335K	0.02%	508

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 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 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

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

Integrated Advisors Network's OZ Position: Q1 2026 in Review

Integrated Advisors Network sold out of Belpointe PREP (OZ) in Q1 2026, closing a stake of 3,350 shares — an estimated $218K sold.

Integrated Advisors Network first reported a position in OZ in Q4 2021 and held it in 16 quarters. The position peaked at $335K in Q4 2022. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

Integrated Advisors Network reported no remaining Belpointe PREP position as of Q1 2026 after selling out during the quarter.
Integrated Advisors Network sold 3,350 Belpointe PREP shares in Q1 2026, an estimated $218K.
Integrated Advisors Network first reported a position in Belpointe PREP in Q4 2021 and held it in 16 quarters.
Integrated Advisors Network's Belpointe PREP position peaked at $335K in Q4 2022.
45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.