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B. Riley Wealth Advisors’s Hoya Capital Housing ETF HOMZ Stock Holding History

B. Riley Wealth 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
2022
Q1 		– Sell
-6,380
Closed -$287K – 1445
2021
Q4 		$287K Buy
6,380
+24
+0.4% +$1.03K 0.01% 1100
2021
Q3 		$253K Buy
6,356
+18
+0.3% +$738 0.01% 1136
2021
Q2 		$255K Buy
+6,338
New +$254K 0.01% 1114

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

B. Riley Wealth Advisors's HOMZ Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Hoya Capital Housing ETF (HOMZ) in Q1 2022, closing a stake of 6,380 shares — an estimated $287K sold.

B. Riley Wealth Advisors first reported a position in HOMZ in Q2 2021 and held it in 3 quarters. The position peaked at $287K in Q4 2021. 27 funds tracked by Wall St. Rank hold HOMZ as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Hoya Capital Housing ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,380 Hoya Capital Housing ETF shares in Q1 2022, an estimated $287K.
  • B. Riley Wealth Advisors first reported a position in Hoya Capital Housing ETF in Q2 2021 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Hoya Capital Housing ETF position peaked at $287K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.