Physician Wealth Advisors’s Roundhill GLP-1 & Weight Loss ETF OZEM Stock Holding History

Physician Wealth 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	$1.3K	Hold	40	–	–	﹤0.01%	1707
2026 Q1	$1.25K	Hold	40	–	–	﹤0.01%	1557
2025 Q4	$1.37K	Hold	40	–	–	﹤0.01%	1461
2025 Q3	$1.09K	Hold	40	–	–	﹤0.01%	1523
2025 Q2	$1.01K	Hold	40	–	–	﹤0.01%	1421
2025 Q1	$947	Hold	40	–	–	﹤0.01%	1113
2024 Q4	$975	Buy	+40	New	+$1.08K	﹤0.01%	950

Other funds holding OZEM

CCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FFA

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

FDW

Fourth Dimension Wealth Middleburg Heights, Ohio $316M AUM 29.82% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Physician Wealth Advisors's OZEM Position: Q2 2026 in Review

Physician Wealth Advisors held its Roundhill GLP-1 & Weight Loss ETF (OZEM) position steady in Q2 2026 at 40 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Physician Wealth Advisors first reported a position in OZEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37K in Q4 2025. 10 funds tracked by Wall St. Rank hold OZEM as of Q2 2026.

Physician Wealth Advisors held 40 shares of Roundhill GLP-1 & Weight Loss ETF worth $1.3K as of Q2 2026.
Physician Wealth 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 Physician Wealth Advisors's portfolio in Q2 2026, its #1707 holding.
Physician Wealth Advisors first reported a position in Roundhill GLP-1 & Weight Loss ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Roundhill GLP-1 & Weight Loss ETF position peaked at $1.37K in Q4 2025.
10 funds tracked by Wall St. Rank held Roundhill GLP-1 & Weight Loss ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.