Emerald Investment Advisers’s F/M Opportunistic Income ETF ZHOG Stock Holding History

Emerald Investment Advisers’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 Q2	$918K	Buy	17,886 +1,459	+9%	+$75.1K	0.06%	219
2026 Q1	$843K	Buy	+16,427	New	+$852K	0.08%	194

Other funds holding ZHOG

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Emerald Investment Advisers's ZHOG Position: Q2 2026 in Review

Emerald Investment Advisers increased its F/M Opportunistic Income ETF (ZHOG) stake by 8.9% in Q2 2026, buying an estimated $75.1K and bringing the position to 17,886 shares worth $918K. The position accounts for 0.06% of the portfolio, ranked #219.

Emerald Investment Advisers first reported a position in ZHOG in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold ZHOG as of Q2 2026.

Emerald Investment Advisers held 17,886 shares of F/M Opportunistic Income ETF worth $918K as of Q2 2026.
Emerald Investment Advisers bought 1,459 F/M Opportunistic Income ETF shares in Q2 2026, an estimated $75.1K.
F/M Opportunistic Income ETF made up 0.06% of Emerald Investment Advisers's portfolio in Q2 2026, its #219 holding.
Emerald Investment Advisers first reported a position in F/M Opportunistic Income ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held F/M Opportunistic Income ETF as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.