XT
OZ icon

XTX Topco’s Belpointe PREP OZ Stock Holding History

XTX Topco’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 		$205K Buy
+3,859
New +$201K ﹤0.01% 2829
2025
Q3 		– Sell
-4,574
Closed -$301K – 3082
2025
Q2 		$301K Buy
4,574
+1,460
+47% +$93.4K 0.01% 1431
2025
Q1 		$201K Buy
+3,114
New +$200K 0.01% 1705

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 $301M AUM 21.61% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

XTX Topco's OZ Position: Q1 2026 in Review

XTX Topco opened a new position in Belpointe PREP (OZ) in Q1 2026: 3,859 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #2829 among its holdings. This is a return to the name: XTX Topco previously reported a position in OZ as recently as Q2 2025.

XTX Topco first reported a position in OZ in Q1 2025 and has held it in 3 quarters since. The position peaked at $301K in Q2 2025. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • XTX Topco held 3,859 shares of Belpointe PREP worth $205K as of Q1 2026.
  • Belpointe PREP was a new XTX Topco position in Q1 2026.
  • Belpointe PREP made up ﹤0.01% of XTX Topco's portfolio in Q1 2026, its #2829 holding.
  • XTX Topco first reported a position in Belpointe PREP in Q1 2025 and has held it in 3 quarters since.
  • XTX Topco's Belpointe PREP position peaked at $301K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on XTX Topco's 13F filing for Q1 2026, filed 15 May 2026.