Carson Wealth (CWM LLC)
HOMZ icon

Carson Wealth (CWM LLC)’s Hoya Capital Housing ETF HOMZ Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-538
Closed -$21K – 4314
2023
Q2 		$21K Buy
+538
New +$19.2K ﹤0.01% 2601

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HOMZ Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Hoya Capital Housing ETF (HOMZ) in Q3 2023, closing a stake of 538 shares — an estimated $21K sold.

Carson Wealth (CWM LLC) first reported a position in HOMZ in Q2 2023 and held it in 1 quarter. The position peaked at $21K in Q2 2023. 19 funds tracked by Wall St. Rank hold HOMZ as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Hoya Capital Housing ETF position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 538 Hoya Capital Housing ETF shares in Q3 2023, an estimated $21K.
  • Carson Wealth (CWM LLC) first reported a position in Hoya Capital Housing ETF in Q2 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Hoya Capital Housing ETF position peaked at $21K in Q2 2023.
  • 19 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.