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Roundhill Etf Trust shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Roundhill Etf Trust (OZEM) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Roundhill Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Roundhill Etf Trust held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roundhill Etf Trust by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.7k 227 25.22

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View all positions for Mount Yale Investment Advisors

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
Rockefeller Capital Management
CWM
Mather Group
UMA Financial Services
Parallel Advisors

View all funds holding Roundhill Etf Trust