Farther Finance Advisors’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Farther Finance 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 Q3	$10.7K	Buy	657 +6	+0.9%	+$102	﹤0.01%	4579
2026 Q2	$11.2K	Buy	+651	New	+$11.3K	﹤0.01%	4344

Other funds holding OWNS

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Farther Finance Advisors's OWNS Position: Q3 2026 in Review

Farther Finance Advisors increased its CCM Affordable Housing MBS ETF (OWNS) stake by 0.92% in Q3 2026, buying an estimated $102 and bringing the position to 657 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4579.

Farther Finance Advisors first reported a position in OWNS in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.2K in Q2 2026. 5 funds tracked by Wall St. Rank hold OWNS as of Q3 2026.

Farther Finance Advisors held 657 shares of CCM Affordable Housing MBS ETF worth $10.7K as of Q3 2026.
Farther Finance Advisors bought 6 CCM Affordable Housing MBS ETF shares in Q3 2026, an estimated $102.
CCM Affordable Housing MBS ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4579 holding.
Farther Finance Advisors first reported a position in CCM Affordable Housing MBS ETF in Q2 2026 and has held it in 2 quarters since.
Farther Finance Advisors's CCM Affordable Housing MBS ETF position peaked at $11.2K in Q2 2026.
5 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.