EFG
HAUS icon

Ethos Financial Group’s Residential REIT ETF HAUS Stock Holding History

Ethos Financial Group’s Portfolio HAUS Stock Details HAUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Sell
25,398
-567
-2% -$10.5K 0.03% 371
2026
Q1 		$461K Hold
25,965
– – 0.03% 324
2025
Q4 		$461K Sell
25,965
-3,062
-11% -$53.5K 0.03% 304
2025
Q3 		$517K Buy
29,027
+2,830
+11% +$50.5K 0.04% 264
2025
Q2 		$477K Buy
26,197
+4,478
+21% +$81.8K 0.04% 273
2025
Q1 		$424K Buy
+21,719
New +$409K 0.04% 259

Other funds holding HAUS

CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ethos Financial Group's HAUS Position: Q2 2026 in Review

Ethos Financial Group reduced its Residential REIT ETF (HAUS) stake by 2.2% in Q2 2026, selling an estimated $10.5K and leaving 25,398 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #371.

Ethos Financial Group first reported a position in HAUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $517K in Q3 2025. 7 funds tracked by Wall St. Rank hold HAUS as of Q2 2026.

  • Ethos Financial Group held 25,398 shares of Residential REIT ETF worth $480K as of Q2 2026.
  • Ethos Financial Group sold 567 Residential REIT ETF shares in Q2 2026, an estimated $10.5K.
  • Residential REIT ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #371 holding.
  • Ethos Financial Group first reported a position in Residential REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's Residential REIT ETF position peaked at $517K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Residential REIT ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.