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Financial Architects (New Jersey)’s Hoya Capital Housing ETF HOMZ Stock Holding History

Financial Architects (New Jersey)’s Portfolio HOMZ Stock Details HOMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-99
Closed -$3K – 467
2020
Q2 		$3K Buy
99
+1
+1% +$23 ﹤0.01% 775
2020
Q1 		$2K Buy
+98
New +$2.63K ﹤0.01% 779

Other funds holding HOMZ

LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SJIM
St. Johns Investment Management Jacksonville, Florida $238M AUM 22.04% 1-Year Est. Return

Financial Architects (New Jersey)'s HOMZ Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Hoya Capital Housing ETF (HOMZ) in Q3 2020, closing a stake of 99 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in HOMZ in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 11 funds tracked by Wall St. Rank hold HOMZ as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Hoya Capital Housing ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 99 Hoya Capital Housing ETF shares in Q3 2020, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in Hoya Capital Housing ETF in Q1 2020 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Hoya Capital Housing ETF position peaked at $3K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.