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Roundhill Etf Trust shares owned by Lodestar Private Asset Management

Quarter-by-quarter ownership of Roundhill Etf Trust (OZEM) shares owned by Lodestar Private Asset Management from 13F filings

Historical chart of Lodestar Private Asset Management investment in Roundhill Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Roundhill Etf Trust held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roundhill Etf Trust by Lodestar Private Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 11k 27.32
2025-06-30 $266k 11k 25.22
2025-03-31 $249k 11k 23.66

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Portfolio Agrgte (SPAB)
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Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lodestar Private Asset Management

Top funds holding Roundhill Etf Trust

National Bank Of Canada /fi/
Oak Family Advisors
Commonwealth Equity Services
Jane Street
UBS Group
Wolverine Trading
Lodestar Private Asset Management
Relyea Zuckerberg Hanson
Simplex Trading
Advisor Group Holdings
Morgan Stanley
Rockefeller Capital Management
CWM
Mather Group
UMA Financial Services

View all funds holding Roundhill Etf Trust