Global Assets Advisory
HOMZ icon

Global Assets Advisory’s Hoya Capital Housing ETF HOMZ Stock Holding History

Global Assets Advisory’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
2026
Q2 		– Sell
-3,432
Closed -$54.3K – 427
2026
Q1 		$54.3K Buy
+3,432
New +$159K 0.02% 395

Other funds holding HOMZ

Pettee Investors
Pettee Investors Rowayton, Connecticut $201M AUM 28.79% 1-Year Est. Return
Hoya Capital Real Estate
Hoya Capital Real Estate Rowayton, Connecticut $6.99M AUM 38.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Zhang Financial
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Concorde Asset Management
Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Jackson Grant Investment Advisers
Jackson Grant Investment Advisers Stamford, Connecticut $322M AUM 13.29% 1-Year Est. Return

Global Assets Advisory's HOMZ Position: Q2 2026 in Review

Global Assets Advisory sold out of Hoya Capital Housing ETF (HOMZ) in Q2 2026, closing a stake of 3,432 shares — an estimated $54.3K sold.

Global Assets Advisory first reported a position in HOMZ in Q1 2026 and held it in 1 quarter. The position peaked at $54.3K in Q1 2026. 16 funds tracked by Wall St. Rank hold HOMZ as of Q2 2026.

  • Global Assets Advisory reported no remaining Hoya Capital Housing ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 3,432 Hoya Capital Housing ETF shares in Q2 2026, an estimated $54.3K.
  • Global Assets Advisory first reported a position in Hoya Capital Housing ETF in Q1 2026 and held it in 1 quarter.
  • Global Assets Advisory's Hoya Capital Housing ETF position peaked at $54.3K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.