Downtrend on the daily chart: below its 50- and 200-day averages · 50-day below the 200-day · SuperTrend down since Sep 8 · below the Ichimoku cloud · RSI 27 (oversold) · MACD below its signal · 5% above its 52-week low
None of the 29 investors followed here reported a position in OZEM in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a OZEM trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.2 | -5.6 | -7.9 | -0.4 | 2.2 | 2.5 | -2.4 | 3.5 | -6.3 | -6.7 | −15.9% | ||
| 2025 | 0.6 | 5.5 | -8.5 | 6.6 | -2.1 | 2.1 | -4.3 | 7.3 | 5.6 | 5.1 | 16.1 | 2.5 | +40.2% |
| 2024 | 6.7 | 1.6 | 6.5 | -4.3 | -0.9 | -2.4 | -8.7 | −2.5% |
The fund's manager will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of GLP-1 & Weight Loss Companies or any derivative instruments (such as swap agreements or forward contracts) that utilize one or more GLP-1 & Weight Loss Companies as the reference asset. The fund is non-diversified.