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

First Pacific Financial’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	$93.2K	Hold	5,727	–	–	0.01%	231
2026 Q2	$98.9K	Buy	+5,727	New	+$99.5K	0.01%	207

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

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

First Pacific Financial's OWNS Position: Q3 2026 in Review

First Pacific Financial held its CCM Affordable Housing MBS ETF (OWNS) position steady in Q3 2026 at 5,727 shares worth $93.2K. The position accounts for 0.01% of the portfolio, ranked #231.

First Pacific Financial first reported a position in OWNS in Q2 2026 and has held it in 2 quarters since. The position peaked at $98.9K in Q2 2026. 5 funds tracked by Wall St. Rank hold OWNS as of Q3 2026.

First Pacific Financial held 5,727 shares of CCM Affordable Housing MBS ETF worth $93.2K as of Q3 2026.
First Pacific Financial left its CCM Affordable Housing MBS ETF share count unchanged in Q3 2026.
CCM Affordable Housing MBS ETF made up 0.01% of First Pacific Financial's portfolio in Q3 2026, its #231 holding.
First Pacific Financial first reported a position in CCM Affordable Housing MBS ETF in Q2 2026 and has held it in 2 quarters since.
First Pacific Financial's CCM Affordable Housing MBS ETF position peaked at $98.9K in Q2 2026.
5 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.