Outlook Wealth Advisors’s Belpointe PREP OZ Stock Holding History

Outlook Wealth 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 Q1	$266K	Hold	4,996	–	–	0.06%	271
2025 Q4	$325K	Hold	4,996	–	–	0.07%	230
2025 Q3	$320K	Hold	4,996	–	–	0.08%	217
2025 Q2	$320K	Hold	4,996	–	–	0.08%	220
2025 Q1	$322K	Hold	4,996	–	–	0.09%	217
2024 Q4	$387K	Hold	4,996	–	–	0.11%	184
2024 Q3	$345K	Hold	4,996	–	–	0.1%	203
2024 Q2	$560K	Hold	4,996	–	–	0.17%	120
2024 Q1	$304K	Hold	4,996	–	–	0.09%	207
2023 Q4	$386K	Hold	4,996	–	–	0.14%	144
2023 Q3	$428K	Hold	4,996	–	–	0.16%	131
2023 Q2	$430K	Hold	4,996	–	–	0.16%	137
2023 Q1	$469K	Hold	4,996	–	–	0.21%	115
2022 Q4	$500K	Hold	4,996	–	–	0.24%	104
2022 Q3	$422K	Hold	4,996	–	–	0.19%	125
2022 Q2	$488K	Hold	4,996	–	–	0.2%	125
2022 Q1	$499K	Hold	4,996	–	–	0.17%	136
2021 Q4	$500K	Buy	+4,996	New	+$500K	0.15%	138

Other funds holding OZ

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

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

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

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return

Mason & Associates (California) Los Angeles, California $515M AUM 19.85% 1-Year Est. Return

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

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return