With the start of 2026, the annual focus on weight loss resolutions presents a timely opportunity for financial advisors to discuss the investment potential of GLP-1 agonists with their clients. This class of drugs has fundamentally altered the healthcare sector's growth projections.
Investors seeking to tap the boom in weight-loss drug treatment could consider these ETFs.
The weight loss revolution sparked by Novo Nordisk last year is attracting many investors towards the high risk biotech sector. An ETF like HRTS gives a lower risk exposure to the sector.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 30,841 | $985,139.2 | $1.11M | $125,445.21 | 12.73% |
Michael Byun SageView Advisory Group LLC | 141 | $4,976 | $5,163.42 | $187.42 | 3.77% |
Lukas Lindgren Abound Wealth Management | 22 | $760.55 | $791.78 | $31.23 | 4.11% |
Benj Foor Frazier Financial Advisors, LLC | 1,750 | $59,815 | $63,805 | $3,990 | 6.67% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 15 | $429 | $547.87 | $118.87 | 27.71% |
| NASDAQ (NMS) Exchange | US Country |
The company is focused on investing primarily in publicly listed companies that are significantly involved in the development, production, and marketing of products or services related to GLP-1 and the treatment of cardiovascular and/or metabolic diseases. With a strategic investment criterion that requires at least 80% of its net assets, which includes funds borrowed for investment purposes, to be allocated in this sector, the fund aims to provide investors with exposure to a niche yet critically important area of healthcare. The investment fund is characterized by its narrow focus on companies generating at least half of their revenues from the mentioned healthcare segments, as outlined by the Centers for Disease Control and Prevention's definitions. The portfolio is expected to be composed of a select group of companies, ranging from more than 15 to no more than 100, positioning the fund as non-diversified in its investment approach.
The fund offers a specialized investment product with the following characteristics: