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DCM Advisors’s Hoya Capital Housing ETF HOMZ Stock Holding History

DCM 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
2021
Q4 		– Sell
-300
Closed -$12K – 261
2021
Q3 		$12K Hold
300
– – ﹤0.01% 274
2021
Q2 		$12K Buy
+300
New +$12K 0.01% 228

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

DCM Advisors's HOMZ Position: Q4 2021 in Review

DCM Advisors sold out of Hoya Capital Housing ETF (HOMZ) in Q4 2021, closing a stake of 300 shares — an estimated $12K sold.

DCM Advisors first reported a position in HOMZ in Q2 2021 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 20 funds tracked by Wall St. Rank hold HOMZ as of Q4 2021.

  • DCM Advisors reported no remaining Hoya Capital Housing ETF position as of Q4 2021 after selling out during the quarter.
  • DCM Advisors sold 300 Hoya Capital Housing ETF shares in Q4 2021, an estimated $12K.
  • DCM Advisors first reported a position in Hoya Capital Housing ETF in Q2 2021 and held it in 2 quarters.
  • DCM Advisors's Hoya Capital Housing ETF position peaked at $12K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.