Advisory Services Network’s Roundhill GLP-1 & Weight Loss ETF OZEM Stock Holding History

Advisory Services Network’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 Q3	$676K	Buy	+21,959	New	+$716K	0.01%	1169

Other funds holding OZEM

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Advisory Services Network's OZEM Position: Q3 2026 in Review

Advisory Services Network opened a new position in Roundhill GLP-1 & Weight Loss ETF (OZEM) in Q3 2026: 21,959 shares worth $676K. The stake represents 0.01% of the portfolio and ranks #1169 among its holdings.

21 funds tracked by Wall St. Rank hold OZEM as of Q3 2026.

Advisory Services Network held 21,959 shares of Roundhill GLP-1 & Weight Loss ETF worth $676K as of Q3 2026.
Roundhill GLP-1 & Weight Loss ETF was a new Advisory Services Network position in Q3 2026.
Roundhill GLP-1 & Weight Loss ETF made up 0.01% of Advisory Services Network's portfolio in Q3 2026, its #1169 holding.
21 funds tracked by Wall St. Rank held Roundhill GLP-1 & Weight Loss ETF as of Q3 2026.

Based on Advisory Services Network's 13F filing for Q3 2026, filed 13 Nov 2026.