Blue Trust Inc’s Roundhill GLP-1 & Weight Loss ETF OZEM Stock Holding History

Blue Trust Inc’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	$61	Buy	+2	New	+$65	﹤0.01%	2456

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

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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc's OZEM Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Roundhill GLP-1 & Weight Loss ETF (OZEM) in Q3 2026: 2 shares worth $61. The stake represents ﹤0.01% of the portfolio and ranks #2456 among its holdings.

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

Blue Trust Inc held 2 shares of Roundhill GLP-1 & Weight Loss ETF worth $61 as of Q3 2026.
Roundhill GLP-1 & Weight Loss ETF was a new Blue Trust Inc position in Q3 2026.
Roundhill GLP-1 & Weight Loss ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2456 holding.
12 funds tracked by Wall St. Rank held Roundhill GLP-1 & Weight Loss ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.