Mutual Advisors’s Belpointe PREP OZ Stock Holding History

Mutual 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	$340K	Hold	7,500	–	–	0.01%	1129
2026 Q1	$399K	Hold	7,500	–	–	0.01%	996
2025 Q4	$488K	Hold	7,500	–	–	0.01%	892
2025 Q3	$473K	Hold	7,500	–	–	0.01%	882
2025 Q2	$495K	Buy	+7,500	New	+$480K	0.01%	785

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 $332M AUM 45.63% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mutual Advisors's OZ Position: Q2 2026 in Review

Mutual Advisors held its Belpointe PREP (OZ) position steady in Q2 2026 at 7,500 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #1129.

Mutual Advisors first reported a position in OZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $495K in Q2 2025. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

Mutual Advisors held 7,500 shares of Belpointe PREP worth $340K as of Q2 2026.
Mutual Advisors left its Belpointe PREP share count unchanged in Q2 2026.
Belpointe PREP made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1129 holding.
Mutual Advisors first reported a position in Belpointe PREP in Q2 2025 and has held it in 5 quarters since.
Mutual Advisors's Belpointe PREP position peaked at $495K in Q2 2025.
43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.