First Affirmative Financial Network’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

First Affirmative Financial Network’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	$358K	Buy	+21,988	New	+$374K	0.08%	263
2026 Q1	$362K	Buy	+20,870	New	+$367K	0.14%	188
2025 Q3	$342K	Sell	19,655 -29,297	-60%	-$506K	0.16%	160
2025 Q2	$839K	Buy	+48,952	New	+$834K	0.43%	45

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

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Affirmative Financial Network's OWNS Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in CCM Affordable Housing MBS ETF (OWNS) in Q3 2026: 21,988 shares worth $358K. The stake represents 0.08% of the portfolio and ranks #263 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in OWNS as recently as Q1 2026.

First Affirmative Financial Network first reported a position in OWNS in Q2 2025 and has held it in 4 quarters since. The position peaked at $839K in Q2 2025. 6 funds tracked by Wall St. Rank hold OWNS as of Q3 2026.

First Affirmative Financial Network held 21,988 shares of CCM Affordable Housing MBS ETF worth $358K as of Q3 2026.
CCM Affordable Housing MBS ETF was a new First Affirmative Financial Network position in Q3 2026.
CCM Affordable Housing MBS ETF made up 0.08% of First Affirmative Financial Network's portfolio in Q3 2026, its #263 holding.
First Affirmative Financial Network first reported a position in CCM Affordable Housing MBS ETF in Q2 2025 and has held it in 4 quarters since.
First Affirmative Financial Network's CCM Affordable Housing MBS ETF position peaked at $839K in Q2 2025.
6 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.