Financial Network Wealth Management’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Financial Network Wealth Management’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	$70K	Buy	+4,048	New	+$68.9K	0.02%	194

Other funds holding OWNS

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

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

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

Financial Network Wealth Management's OWNS Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in CCM Affordable Housing MBS ETF (OWNS) in Q1 2025: 4,048 shares worth $70K. The stake represents 0.02% of the portfolio and ranks #194 among its holdings.

27 funds tracked by Wall St. Rank hold OWNS as of Q1 2025.

Financial Network Wealth Management held 4,048 shares of CCM Affordable Housing MBS ETF worth $70K as of Q1 2025.
CCM Affordable Housing MBS ETF was a new Financial Network Wealth Management position in Q1 2025.
CCM Affordable Housing MBS ETF made up 0.02% of Financial Network Wealth Management's portfolio in Q1 2025, its #194 holding.
27 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.