CCM
ZHOG

Crew Capital Management’s F/M Opportunistic Income ETF ZHOG Stock Holding History

Crew Capital Management’s Portfolio ZHOG Stock Details ZHOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.92M Buy
76,322
+2,758
+4% +$143K 2.6% 7
2025
Q4 		$3.82M Buy
73,564
+15,336
+26% +$798K 2.41% 9
2025
Q3 		$3.04M Buy
58,228
+2,821
+5% +$146K 2.04% 9
2025
Q2 		$2.87M Buy
+55,407
New +$2.84M 2.06% 8

Other funds holding ZHOG

FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EIA
Emerald Investment Advisers Leola, Pennsylvania $1.11B AUM
HW
HORAN Wealth Cincinnati, Ohio $1.05B AUM 17.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crew Capital Management's ZHOG Position: Q1 2026 in Review

Crew Capital Management increased its F/M Opportunistic Income ETF (ZHOG) stake by 3.7% in Q1 2026, buying an estimated $143K and bringing the position to 76,322 shares worth $3.92M. The position accounts for 2.6% of the portfolio, ranked #7.

Crew Capital Management first reported a position in ZHOG in Q2 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold ZHOG as of Q1 2026.

  • Crew Capital Management held 76,322 shares of F/M Opportunistic Income ETF worth $3.92M as of Q1 2026.
  • Crew Capital Management bought 2,758 F/M Opportunistic Income ETF shares in Q1 2026, an estimated $143K.
  • F/M Opportunistic Income ETF made up 2.6% of Crew Capital Management's portfolio in Q1 2026, its #7 holding.
  • Crew Capital Management first reported a position in F/M Opportunistic Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held F/M Opportunistic Income ETF as of Q1 2026.

Based on Crew Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.