IAGL
OZ icon

Innovative Advisory Group, LLC’s Belpointe PREP OZ Stock Holding History

Innovative Advisory Group, LLC’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 		$407K Hold
8,997
– – 0.31% 23
2026
Q1 		$479K Sell
8,997
-500
-5% -$26.1K 0.39% 23
2025
Q4 		$618K Hold
9,497
– – 0.39% 29
2025
Q3 		$608K Hold
9,497
– – 0.37% 27
2025
Q2 		$608K Hold
9,497
– – 0.51% 23
2025
Q1 		$613K Hold
9,497
– – 0.58% 18
2024
Q4 		$735K Buy
+9,497
New +$672K 0.64% 20

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
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
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
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Innovative Advisory Group, LLC's OZ Position: Q2 2026 in Review

Innovative Advisory Group, LLC held its Belpointe PREP (OZ) position steady in Q2 2026 at 8,997 shares worth $407K. The position accounts for 0.31% of the portfolio, ranked #23.

Innovative Advisory Group, LLC first reported a position in OZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $735K in Q4 2024. 44 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Innovative Advisory Group, LLC held 8,997 shares of Belpointe PREP worth $407K as of Q2 2026.
  • Innovative Advisory Group, LLC left its Belpointe PREP share count unchanged in Q2 2026.
  • Belpointe PREP made up 0.31% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #23 holding.
  • Innovative Advisory Group, LLC first reported a position in Belpointe PREP in Q4 2024 and has held it in 7 quarters since.
  • Innovative Advisory Group, LLC's Belpointe PREP position peaked at $735K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.