CYG
OWNS

Clean Yield Group’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Clean Yield Group’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
2023
Q2 		– Sell
-250
Closed -$4.33K – 427
2023
Q1 		$4.33K Buy
+250
New +$4.34K ﹤0.01% 368

Other funds holding OWNS

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Clean Yield Group's OWNS Position: Q2 2023 in Review

Clean Yield Group sold out of CCM Affordable Housing MBS ETF (OWNS) in Q2 2023, closing a stake of 250 shares — an estimated $4.33K sold.

Clean Yield Group first reported a position in OWNS in Q1 2023 and held it in 1 quarter. The position peaked at $4.33K in Q1 2023. 13 funds tracked by Wall St. Rank hold OWNS as of Q2 2023.

  • Clean Yield Group reported no remaining CCM Affordable Housing MBS ETF position as of Q2 2023 after selling out during the quarter.
  • Clean Yield Group sold 250 CCM Affordable Housing MBS ETF shares in Q2 2023, an estimated $4.33K.
  • Clean Yield Group first reported a position in CCM Affordable Housing MBS ETF in Q1 2023 and held it in 1 quarter.
  • Clean Yield Group's CCM Affordable Housing MBS ETF position peaked at $4.33K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q2 2023.

Based on Clean Yield Group's 13F filing for Q2 2023, filed 26 Jul 2023.