Aptus Capital Advisors’s Hoya Capital Housing ETF HOMZ Stock Holding History

Aptus Capital Advisors’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
2026 Q1	$3.76K	Hold	89	–	–	﹤0.01%	1586
2025 Q4	$4.04K	Hold	89	–	–	﹤0.01%	1570
2025 Q3	$4.19K	Hold	89	–	–	﹤0.01%	1494
2025 Q2	$3.87K	Hold	89	–	–	﹤0.01%	1437
2025 Q1	$3.98K	Hold	89	–	–	﹤0.01%	1351
2024 Q4	$4.03K	Buy	89 +6	+7%	+$293	﹤0.01%	1345
2024 Q3	$4.22K	Buy	83 +18	+28%	+$849	﹤0.01%	1151
2024 Q2	$2.78K	Buy	65 +3	+5%	+$129	﹤0.01%	1098
2024 Q1	$2.79K	Buy	62 +3	+5%	+$126	﹤0.01%	1117
2023 Q4	$2.49K	Hold	59	–	–	﹤0.01%	857
2023 Q3	$2.1K	Buy	59 +38	+181%	+$1.46K	﹤0.01%	863
2023 Q2	$814	Buy	21 +9	+75%	+$320	﹤0.01%	785
2023 Q1	$411	Buy	12 +9	+300%	+$311	﹤0.01%	782
2022 Q4	$95	Sell	3 -1	-25%	-$32	﹤0.01%	790
2022 Q3	$0	Buy	4 +2	+100%	+$68	﹤0.01%	787
2022 Q2	$0	Sell	2 -26	-93%	-$926	﹤0.01%	692
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	670
2021 Q4	$1K	Buy	28 +6	+27%	+$257	﹤0.01%	547
2021 Q3	$1K	Buy	+22	New	+$902	﹤0.01%	526

Other funds holding HOMZ

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aptus Capital Advisors's HOMZ Position: Q1 2026 in Review

Aptus Capital Advisors held its Hoya Capital Housing ETF (HOMZ) position steady in Q1 2026 at 89 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Aptus Capital Advisors first reported a position in HOMZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.22K in Q3 2024. 16 funds tracked by Wall St. Rank hold HOMZ as of Q1 2026.

Aptus Capital Advisors held 89 shares of Hoya Capital Housing ETF worth $3.76K as of Q1 2026.
Aptus Capital Advisors left its Hoya Capital Housing ETF share count unchanged in Q1 2026.
Hoya Capital Housing ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1586 holding.
Aptus Capital Advisors first reported a position in Hoya Capital Housing ETF in Q3 2021 and has held it in 19 quarters since.
Aptus Capital Advisors's Hoya Capital Housing ETF position peaked at $4.22K in Q3 2024.
16 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.