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AE Wealth Management’s Hoya Capital Housing ETF HOMZ Stock Holding History

AE Wealth Management’s Portfolio HOMZ Stock Details HOMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-67
Closed -$3.04K – 2210
2024
Q4 		$3.04K Buy
+67
New +$3.27K ﹤0.01% 1964
2021
Q3 		– Sell
-7,741
Closed -$311K – 1670
2021
Q2 		$311K Buy
+7,741
New +$310K ﹤0.01% 1332

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

AE Wealth Management's HOMZ Position: Q1 2025 in Review

AE Wealth Management sold out of Hoya Capital Housing ETF (HOMZ) in Q1 2025, closing a stake of 67 shares — an estimated $3.04K sold.

AE Wealth Management first reported a position in HOMZ in Q2 2021 and held it in 2 quarters. The position peaked at $311K in Q2 2021. 20 funds tracked by Wall St. Rank hold HOMZ as of Q1 2025.

  • AE Wealth Management reported no remaining Hoya Capital Housing ETF position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 67 Hoya Capital Housing ETF shares in Q1 2025, an estimated $3.04K.
  • AE Wealth Management first reported a position in Hoya Capital Housing ETF in Q2 2021 and held it in 2 quarters.
  • AE Wealth Management's Hoya Capital Housing ETF position peaked at $311K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.