Advisornet Financial’s Roundhill GLP-1 & Weight Loss ETF OZEM Stock Holding History

Advisornet Financial’s Portfolio OZEM Stock Details OZEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.76K	Hold	85	–	–	﹤0.01%	1878
2026 Q1	$2.65K	Buy	+85	New	+$2.88K	﹤0.01%	1867

Other funds holding OZEM

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Advisornet Financial's OZEM Position: Q2 2026 in Review

Advisornet Financial held its Roundhill GLP-1 & Weight Loss ETF (OZEM) position steady in Q2 2026 at 85 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Advisornet Financial first reported a position in OZEM in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold OZEM as of Q2 2026.

Advisornet Financial held 85 shares of Roundhill GLP-1 & Weight Loss ETF worth $2.76K as of Q2 2026.
Advisornet Financial left its Roundhill GLP-1 & Weight Loss ETF share count unchanged in Q2 2026.
Roundhill GLP-1 & Weight Loss ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1878 holding.
Advisornet Financial first reported a position in Roundhill GLP-1 & Weight Loss ETF in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Roundhill GLP-1 & Weight Loss ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.