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Belpointe Prep shares owned by Claraphi Advisory Network

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Claraphi Advisory Network from 13F filings

Historical chart of Claraphi Advisory Network investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by Claraphi Advisory Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by Claraphi Advisory Network

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.3B 1.3M 1000.00
2022-09-30 $558k 6.6k 84.43
2022-06-30 $646k 6.6k 97.75
2022-03-31 $660k 6.6k 99.86
2021-12-31 $661k 6.6k 100.02

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Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Proshares Tr Short S&p 500 Ne (SH)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Chevron Corporation (CVX)
Boeing Company (BA)

View all positions for Claraphi Advisory Network

Top funds holding Belpointe Prep

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
United Asset Strategies
AE Wealth Management
Lincoln National
Fountainhead AM
Wealth Alliance
Mariner Wealth Advisors
Rockefeller Capital Management
Keystone Wealth Services
Kestra Advisory Services
Mason & Associates
Atomi Financial Group
Citadel Advisors
Synergy Financial Management

View all funds holding Belpointe Prep