LPL Financial
OZ icon

LPL Financial’s Belpointe PREP OZ Stock Holding History

LPL Financial’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 		$875K Sell
16,453
-25
-0.2% -$1.3K ﹤0.01% 4298
2025
Q4 		$1.07M Hold
16,478
– – ﹤0.01% 4005
2025
Q3 		$1.05M Hold
16,478
– – ﹤0.01% 3953
2025
Q2 		$1.05M Hold
16,478
– – ﹤0.01% 3708
2025
Q1 		$1.06M Sell
16,478
-100
-0.6% -$6.41K ﹤0.01% 3505
2024
Q4 		$1.28M Sell
16,578
-310
-2% -$21.9K ﹤0.01% 3280
2024
Q3 		$1.17M Sell
16,888
-15
-0.1% -$979 ﹤0.01% 3250
2024
Q2 		$979K Buy
+16,903
New +$1.01M ﹤0.01% 3276
2023
Q3 		– Sell
-15,440
Closed -$1.33M – 4768
2023
Q2 		$1.33M Buy
+15,440
New +$1.42M ﹤0.01% 2620

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 $810M AUM 29.04% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 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