AI
OWNS

Atria Investments’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Atria Investments’s Portfolio OWNS Stock Details OWNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$339K Buy
19,626
+663
+3% +$11.5K ﹤0.01% 1767
2026
Q1 		$329K Buy
18,963
+1,655
+10% +$29.1K ﹤0.01% 1696
2025
Q4 		$302K Sell
17,308
-140,661
-89% -$2.47M ﹤0.01% 1735
2025
Q3 		$2.75M Buy
157,969
+34,800
+28% +$601K 0.03% 595
2025
Q2 		$2.11M Sell
123,169
-21,432
-15% -$365K 0.02% 699
2025
Q1 		$2.48M Sell
144,601
-13,845
-9% -$236K 0.03% 619
2024
Q4 		$2.68M Buy
158,446
+83,525
+111% +$1.44M 0.03% 568
2024
Q3 		$1.32M Buy
74,921
+10,134
+16% +$176K 0.02% 847
2024
Q2 		$1.09M Buy
64,787
+2,216
+4% +$37.1K 0.01% 891
2024
Q1 		$1.06M Buy
+62,571
New +$1.07M 0.01% 934

Other funds holding OWNS

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

Atria Investments's OWNS Position: Q2 2026 in Review

Atria Investments increased its CCM Affordable Housing MBS ETF (OWNS) stake by 3.5% in Q2 2026, buying an estimated $11.5K and bringing the position to 19,626 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Atria Investments first reported a position in OWNS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.75M in Q3 2025. 28 funds tracked by Wall St. Rank hold OWNS as of Q2 2026.

  • Atria Investments held 19,626 shares of CCM Affordable Housing MBS ETF worth $339K as of Q2 2026.
  • Atria Investments bought 663 CCM Affordable Housing MBS ETF shares in Q2 2026, an estimated $11.5K.
  • CCM Affordable Housing MBS ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1767 holding.
  • Atria Investments first reported a position in CCM Affordable Housing MBS ETF in Q1 2024 and has held it in 10 quarters since.
  • Atria Investments's CCM Affordable Housing MBS ETF position peaked at $2.75M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.