Northwestern Mutual Wealth Management
OZEM

Northwestern Mutual Wealth Management’s Roundhill GLP-1 & Weight Loss ETF OZEM Stock Holding History

Northwestern Mutual Wealth Management’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
2025
Q2 		– Sell
-122
Closed -$2.89K – 4048
2025
Q1 		$2.89K Buy
+122
New +$3K ﹤0.01% 3066

Other funds holding OZEM

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management's OZEM Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Roundhill GLP-1 & Weight Loss ETF (OZEM) in Q2 2025, closing a stake of 122 shares — an estimated $2.89K sold.

Northwestern Mutual Wealth Management first reported a position in OZEM in Q1 2025 and held it in 1 quarter. The position peaked at $2.89K in Q1 2025. 12 funds tracked by Wall St. Rank hold OZEM as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Roundhill GLP-1 & Weight Loss ETF position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 122 Roundhill GLP-1 & Weight Loss ETF shares in Q2 2025, an estimated $2.89K.
  • Northwestern Mutual Wealth Management first reported a position in Roundhill GLP-1 & Weight Loss ETF in Q1 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Roundhill GLP-1 & Weight Loss ETF position peaked at $2.89K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Roundhill GLP-1 & Weight Loss ETF as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.