EverSource Wealth Advisors’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

EverSource Wealth Advisors’s Portfolio OWNS Stock Details OWNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.5K	Buy	+2,752	New	+$47.8K	﹤0.01%	1803

Other funds holding OWNS

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $237M AUM

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

EverSource Wealth Advisors's OWNS Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in CCM Affordable Housing MBS ETF (OWNS) in Q2 2026: 2,752 shares worth $47.5K. The stake represents ﹤0.01% of the portfolio and ranks #1803 among its holdings.

14 funds tracked by Wall St. Rank hold OWNS as of Q2 2026.

EverSource Wealth Advisors held 2,752 shares of CCM Affordable Housing MBS ETF worth $47.5K as of Q2 2026.
CCM Affordable Housing MBS ETF was a new EverSource Wealth Advisors position in Q2 2026.
CCM Affordable Housing MBS ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1803 holding.
14 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.