MFG
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Merit Financial Group’s Belpointe PREP OZ Stock Holding History

Merit Financial Group’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
2025
Q2 		– Sell
-3,150
Closed -$203K – 1738
2025
Q1 		$203K Hold
3,150
– – ﹤0.01% 1302
2024
Q4 		$244K Hold
3,150
– – ﹤0.01% 1014
2024
Q3 		$217K Buy
+3,150
New +$206K ﹤0.01% 765
2024
Q1 		– Sell
-3,150
Closed -$243K – 913
2023
Q4 		$243K Hold
3,150
– – 0.01% 676
2023
Q3 		$270K Hold
3,150
– – 0.01% 614
2023
Q2 		$271K Hold
3,150
– – 0.01% 617
2023
Q1 		$295K Hold
3,150
– – 0.01% 515
2022
Q4 		$315K Buy
+3,150
New +$299K 0.01% 531

Other funds holding OZ

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
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
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Merit Financial Group's OZ Position: Q2 2025 in Review

Merit Financial Group sold out of Belpointe PREP (OZ) in Q2 2025, closing a stake of 3,150 shares — an estimated $203K sold.

Merit Financial Group first reported a position in OZ in Q4 2022 and held it in 8 quarters. The position peaked at $315K in Q4 2022. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2025.

  • Merit Financial Group reported no remaining Belpointe PREP position as of Q2 2025 after selling out during the quarter.
  • Merit Financial Group sold 3,150 Belpointe PREP shares in Q2 2025, an estimated $203K.
  • Merit Financial Group first reported a position in Belpointe PREP in Q4 2022 and held it in 8 quarters.
  • Merit Financial Group's Belpointe PREP position peaked at $315K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.