FFA
OZEM

Farther Finance Advisors’s Roundhill GLP-1 & Weight Loss ETF OZEM Stock Holding History

Farther Finance Advisors’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 		$9.27K Hold
285
– – ﹤0.01% 4473
2026
Q1 		$9.09K Buy
+285
New +$9.67K ﹤0.01% 4173
2025
Q4 		– Hold
0
– – – 5450
2025
Q3 		– Hold
0
– – – 4959
2025
Q2 		– Hold
0
– – – 4488
2025
Q1 		– Sell
-14
Closed -$345 – 4259
2024
Q4 		$341 Sell
14
-1,113
-99% -$29.9K ﹤0.01% 3524
2024
Q3 		$31.1K Buy
+1,127
New +$31.2K ﹤0.01% 1882

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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Farther Finance Advisors's OZEM Position: Q2 2026 in Review

Farther Finance Advisors held its Roundhill GLP-1 & Weight Loss ETF (OZEM) position steady in Q2 2026 at 285 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #4473.

Farther Finance Advisors first reported a position in OZEM in Q3 2024 and has held it in 4 quarters since. The position peaked at $31.1K in Q3 2024. 5 funds tracked by Wall St. Rank hold OZEM as of Q2 2026.

  • Farther Finance Advisors held 285 shares of Roundhill GLP-1 & Weight Loss ETF worth $9.27K as of Q2 2026.
  • Farther Finance Advisors 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 Farther Finance Advisors's portfolio in Q2 2026, its #4473 holding.
  • Farther Finance Advisors first reported a position in Roundhill GLP-1 & Weight Loss ETF in Q3 2024 and has held it in 4 quarters since.
  • Farther Finance Advisors's Roundhill GLP-1 & Weight Loss ETF position peaked at $31.1K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Roundhill GLP-1 & Weight Loss ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.