Truist Financial
OZEM

Truist Financial’s Roundhill GLP-1 & Weight Loss ETF OZEM Stock Holding History

Truist Financial’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 		$233K Buy
+7,169
New +$224K ﹤0.01% 2682

Other funds holding OZEM

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

Truist Financial's OZEM Position: Q2 2026 in Review

Truist Financial opened a new position in Roundhill GLP-1 & Weight Loss ETF (OZEM) in Q2 2026: 7,169 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #2682 among its holdings.

10 funds tracked by Wall St. Rank hold OZEM as of Q2 2026.

  • Truist Financial held 7,169 shares of Roundhill GLP-1 & Weight Loss ETF worth $233K as of Q2 2026.
  • Roundhill GLP-1 & Weight Loss ETF was a new Truist Financial position in Q2 2026.
  • Roundhill GLP-1 & Weight Loss ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2682 holding.
  • 10 funds tracked by Wall St. Rank held Roundhill GLP-1 & Weight Loss ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.