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 Q2	$226K	Hold	4,996	–	–	0.05%	290
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

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

Outlook Wealth Advisors's OZ Position: Q2 2026 in Review

Outlook Wealth Advisors held its Belpointe PREP (OZ) position steady in Q2 2026 at 4,996 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #290.

Outlook Wealth Advisors first reported a position in OZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $560K in Q2 2024. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

Outlook Wealth Advisors held 4,996 shares of Belpointe PREP worth $226K as of Q2 2026.
Outlook Wealth Advisors left its Belpointe PREP share count unchanged in Q2 2026.
Belpointe PREP made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #290 holding.
Outlook Wealth Advisors first reported a position in Belpointe PREP in Q4 2021 and has held it in 19 quarters since.
Outlook Wealth Advisors's Belpointe PREP position peaked at $560K in Q2 2024.
43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.