Lincoln National Corp’s Belpointe PREP OZ Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-55,000	Closed	-$3.35M	–	807
2024 Q1	$3.35M	Hold	55,000	–	–	0.05%	224
2023 Q4	$4.25M	Hold	55,000	–	–	0.07%	161
2023 Q3	$4.71M	Hold	55,000	–	–	0.1%	122
2023 Q2	$4.73M	Hold	55,000	–	–	0.09%	125
2023 Q1	$5.16M	Hold	55,000	–	–	0.11%	112
2022 Q4	$5.5M	Hold	55,000	–	–	0.12%	105
2022 Q3	$4.64M	Hold	55,000	–	–	0.11%	105
2022 Q2	$5.38M	Hold	55,000	–	–	0.13%	98
2022 Q1	$5.5M	Hold	55,000	–	–	0.11%	102
2021 Q4	$5.5M	Buy	+55,000	New	+$5.51M	0.11%	105

Other funds holding OZ

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return

Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return