Prosperity Capital Advisors’s Belpointe PREP OZ Stock Holding History

Prosperity Capital 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	$221K	Hold	4,869	–	–	0.01%	398
2026 Q1	$259K	Hold	4,869	–	–	0.01%	350
2025 Q4	$317K	Hold	4,869	–	–	0.02%	315
2025 Q3	$312K	Sell	4,869 -38	-0.8%	-$2.43K	0.02%	346
2025 Q2	$314K	Hold	4,907	–	–	0.02%	315
2025 Q1	$348K	Sell	4,907 -6	-0.1%	-$384	0.03%	275
2024 Q4	$380K	Hold	4,913	–	–	0.03%	251
2024 Q3	$339K	Buy	+4,913	New	+$321K	0.03%	260

Other funds holding OZ

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

MAC

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

SSWM

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Prosperity Capital Advisors's OZ Position: Q2 2026 in Review

Prosperity Capital Advisors held its Belpointe PREP (OZ) position steady in Q2 2026 at 4,869 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #398.

Prosperity Capital Advisors first reported a position in OZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $380K in Q4 2024. 14 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

Prosperity Capital Advisors held 4,869 shares of Belpointe PREP worth $221K as of Q2 2026.
Prosperity Capital Advisors left its Belpointe PREP share count unchanged in Q2 2026.
Belpointe PREP made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #398 holding.
Prosperity Capital Advisors first reported a position in Belpointe PREP in Q3 2024 and has held it in 8 quarters since.
Prosperity Capital Advisors's Belpointe PREP position peaked at $380K in Q4 2024.
14 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.