Kingswood Wealth Advisors’s Belpointe PREP OZ Stock Holding History

Kingswood Wealth Advisors’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	$242K	Hold	5,337	–	–	0.01%	876
2026 Q1	$284K	Buy	5,337 +1,059	+25%	+$55.2K	0.01%	734
2025 Q4	$278K	Sell	4,278 -1,059	-20%	-$66.6K	0.01%	705
2025 Q3	$342K	Hold	5,337	–	–	0.02%	582
2025 Q2	$342K	Sell	5,337 -354	-6%	-$22.6K	0.03%	530
2025 Q1	$404K	Sell	5,691 -5,691	-50%	-$365K	0.04%	455
2024 Q4	$881K	Buy	+11,382	New	+$805K	0.07%	304

Other funds holding OZ

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

Kingswood Wealth Advisors's OZ Position: Q2 2026 in Review

Kingswood Wealth Advisors held its Belpointe PREP (OZ) position steady in Q2 2026 at 5,337 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #876.

Kingswood Wealth Advisors first reported a position in OZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $881K in Q4 2024. 16 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

Kingswood Wealth Advisors held 5,337 shares of Belpointe PREP worth $242K as of Q2 2026.
Kingswood Wealth Advisors left its Belpointe PREP share count unchanged in Q2 2026.
Belpointe PREP made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #876 holding.
Kingswood Wealth Advisors first reported a position in Belpointe PREP in Q4 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Belpointe PREP position peaked at $881K in Q4 2024.
16 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.