Fidelity Investments
OWNS

Fidelity Investments’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Fidelity Investments’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
2025
Q1 		– Sell
-1
Closed -$17 – 5587
2024
Q4 		$17 Buy
+1
New +$17 ﹤0.01% 5393

Other funds holding OWNS

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Fidelity Investments's OWNS Position: Q1 2025 in Review

Fidelity Investments sold out of CCM Affordable Housing MBS ETF (OWNS) in Q1 2025, closing a stake of 1 share — an estimated $17 sold.

Fidelity Investments first reported a position in OWNS in Q4 2024 and held it in 1 quarter. The position peaked at $17 in Q4 2024. 27 funds tracked by Wall St. Rank hold OWNS as of Q1 2025.

  • Fidelity Investments reported no remaining CCM Affordable Housing MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 CCM Affordable Housing MBS ETF share in Q1 2025, an estimated $17.
  • Fidelity Investments first reported a position in CCM Affordable Housing MBS ETF in Q4 2024 and held it in 1 quarter.
  • Fidelity Investments's CCM Affordable Housing MBS ETF position peaked at $17 in Q4 2024.
  • 27 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.