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Capital Investment Advisory Services’s Hoya Capital Housing ETF HOMZ Stock Holding History

Capital Investment Advisory Services’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
2023
Q4 		– Sell
-156
Closed -$5.56K – 997
2023
Q3 		$5.56K Hold
156
– – ﹤0.01% 834
2023
Q2 		$6.03K Buy
156
+1
+0.6% +$36 ﹤0.01% 778
2023
Q1 		$5.3K Buy
155
+1
+0.6% +$35 ﹤0.01% 778
2022
Q4 		$4.88K Buy
+154
New +$4.89K ﹤0.01% 791

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Capital Investment Advisory Services's HOMZ Position: Q4 2023 in Review

Capital Investment Advisory Services sold out of Hoya Capital Housing ETF (HOMZ) in Q4 2023, closing a stake of 156 shares — an estimated $5.56K sold.

Capital Investment Advisory Services first reported a position in HOMZ in Q4 2022 and held it in 4 quarters. The position peaked at $6.03K in Q2 2023. 17 funds tracked by Wall St. Rank hold HOMZ as of Q4 2023.

  • Capital Investment Advisory Services reported no remaining Hoya Capital Housing ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 156 Hoya Capital Housing ETF shares in Q4 2023, an estimated $5.56K.
  • Capital Investment Advisory Services first reported a position in Hoya Capital Housing ETF in Q4 2022 and held it in 4 quarters.
  • Capital Investment Advisory Services's Hoya Capital Housing ETF position peaked at $6.03K in Q2 2023.
  • 17 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q4 2023.

Based on Capital Investment Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.