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Concurrent Investment Advisors’s Hoya Capital Housing ETF HOMZ Stock Holding History

Concurrent Investment 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
2026
Q2 		$250K Sell
5,236
-1,101
-17% -$48.8K ﹤0.01% 1804
2026
Q1 		$267K Sell
6,337
-6,338
-50% -$294K ﹤0.01% 1572
2025
Q4 		$575K Sell
12,675
-3,168
-20% -$144K 0.01% 1086
2025
Q3 		$745K Sell
15,843
-7,409
-32% -$344K 0.01% 760
2025
Q2 		$1.01M Buy
+23,252
New +$992K 0.02% 591

Other funds holding HOMZ

ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
JGIA
Jackson Grant Investment Advisers Stamford, Connecticut $322M AUM 20.03% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Concurrent Investment Advisors's HOMZ Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Hoya Capital Housing ETF (HOMZ) stake by 17% in Q2 2026, selling an estimated $48.8K and leaving 5,236 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Concurrent Investment Advisors first reported a position in HOMZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q2 2025. 5 funds tracked by Wall St. Rank hold HOMZ as of Q2 2026.

  • Concurrent Investment Advisors held 5,236 shares of Hoya Capital Housing ETF worth $250K as of Q2 2026.
  • Concurrent Investment Advisors sold 1,101 Hoya Capital Housing ETF shares in Q2 2026, an estimated $48.8K.
  • Hoya Capital Housing ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1804 holding.
  • Concurrent Investment Advisors first reported a position in Hoya Capital Housing ETF in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Hoya Capital Housing ETF position peaked at $1.01M in Q2 2025.
  • 5 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.