Wealth Enhancement Advisory Services
OZ icon

Wealth Enhancement Advisory Services’s Belpointe PREP OZ Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q1 		– Sell
-3,319
Closed -$257K – 3109
2024
Q4 		$257K Buy
+3,319
New +$235K ﹤0.01% 2509
2024
Q1 		– Sell
-2,601
Closed -$201K – 2551
2023
Q4 		$201K Hold
2,601
– – ﹤0.01% 2087
2023
Q3 		$223K Buy
+2,601
New +$225K ﹤0.01% 1939

Other funds holding OZ

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
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
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's OZ Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Belpointe PREP (OZ) in Q1 2025, closing a stake of 3,319 shares — an estimated $257K sold.

Wealth Enhancement Advisory Services first reported a position in OZ in Q3 2023 and held it in 3 quarters. The position peaked at $257K in Q4 2024. 44 funds tracked by Wall St. Rank hold OZ as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Belpointe PREP position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 3,319 Belpointe PREP shares in Q1 2025, an estimated $257K.
  • Wealth Enhancement Advisory Services first reported a position in Belpointe PREP in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Belpointe PREP position peaked at $257K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.