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Concourse Financial Group Securities’s Hoya Capital Housing ETF HOMZ Stock Holding History

Concourse Financial Group Securities’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
2021
Q3 		– Sell
-400
Closed -$16.4K – 2437
2021
Q2 		$16K Hold
400
– – ﹤0.01% 1710
2021
Q1 		$15K Hold
400
– – ﹤0.01% 1649
2020
Q4 		$13K Hold
400
– – ﹤0.01% 1601
2020
Q3 		$12K Buy
+400
New +$11.2K ﹤0.01% 1517

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concourse Financial Group Securities's HOMZ Position: Q3 2021 in Review

Concourse Financial Group Securities sold out of Hoya Capital Housing ETF (HOMZ) in Q3 2021, closing a stake of 400 shares — an estimated $16.4K sold.

Concourse Financial Group Securities first reported a position in HOMZ in Q3 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2021. 21 funds tracked by Wall St. Rank hold HOMZ as of Q3 2021.

  • Concourse Financial Group Securities reported no remaining Hoya Capital Housing ETF position as of Q3 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 400 Hoya Capital Housing ETF shares in Q3 2021, an estimated $16.4K.
  • Concourse Financial Group Securities first reported a position in Hoya Capital Housing ETF in Q3 2020 and held it in 4 quarters.
  • Concourse Financial Group Securities's Hoya Capital Housing ETF position peaked at $16K in Q2 2021.
  • 21 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q3 2021.

Based on Concourse Financial Group Securities's 13F filing for Q3 2021, filed 9 Nov 2021.