GRP
OWNS

Global Retirement Partners’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Global Retirement Partners’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
Q4 		$3.68K Buy
211
+40
+23% +$703 ﹤0.01% 3539
2025
Q3 		$2.97K Hold
171
– – ﹤0.01% 3175
2025
Q2 		$2.93K Buy
+171
New +$2.92K ﹤0.01% 3098
2024
Q4 		$4.38K Hold
259
– – ﹤0.01% 2743
2024
Q3 		$4.55K Sell
259
-117
-31% -$2.04K ﹤0.01% 2603
2024
Q2 		$6.33K Buy
376
+18
+5% +$301 ﹤0.01% 2505
2024
Q1 		$6.05K Hold
358
– – ﹤0.01% 2323
2023
Q4 		$6.11K Buy
358
+91
+34% +$1.5K ﹤0.01% 2247
2023
Q3 		$4.29K Hold
267
– – ﹤0.01% 2248
2023
Q2 		$4.57K Hold
267
– – ﹤0.01% 2242
2023
Q1 		$4.67K Sell
267
-345
-56% -$5.99K ﹤0.01% 2184
2022
Q4 		$10.4K Hold
612
– – ﹤0.01% 1763
2022
Q3 		$10K Buy
+612
New +$10.9K ﹤0.01% 1694

Other funds holding OWNS

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
TFP
TrueWealth Financial Partners Bellevue, Washington $251M AUM 11.48% 1-Year Est. Return

Global Retirement Partners's OWNS Position: Q4 2025 in Review

Global Retirement Partners increased its CCM Affordable Housing MBS ETF (OWNS) stake by 23% in Q4 2025, buying an estimated $703 and bringing the position to 211 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

Global Retirement Partners first reported a position in OWNS in Q3 2022 and has held it in 13 quarters since. The position peaked at $10.4K in Q4 2022. 27 funds tracked by Wall St. Rank hold OWNS as of Q4 2025.

  • Global Retirement Partners held 211 shares of CCM Affordable Housing MBS ETF worth $3.68K as of Q4 2025.
  • Global Retirement Partners bought 40 CCM Affordable Housing MBS ETF shares in Q4 2025, an estimated $703.
  • CCM Affordable Housing MBS ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3539 holding.
  • Global Retirement Partners first reported a position in CCM Affordable Housing MBS ETF in Q3 2022 and has held it in 13 quarters since.
  • Global Retirement Partners's CCM Affordable Housing MBS ETF position peaked at $10.4K in Q4 2022.
  • 27 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.