HORAN Wealth’s F/M Opportunistic Income ETF ZHOG Stock Holding History

HORAN Wealth’s Portfolio ZHOG Stock Details ZHOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$403K	Hold	7,748	–	–	0.04%	149
2025 Q4	$403K	Buy	+7,748	New	+$403K	0.06%	131

Other funds holding ZHOG

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

EIA

Emerald Investment Advisers Leola, Pennsylvania $1.11B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HORAN Wealth's ZHOG Position: Q1 2026 in Review

HORAN Wealth held its F/M Opportunistic Income ETF (ZHOG) position steady in Q1 2026 at 7,748 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #149.

HORAN Wealth first reported a position in ZHOG in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold ZHOG as of Q1 2026.

HORAN Wealth held 7,748 shares of F/M Opportunistic Income ETF worth $403K as of Q1 2026.
HORAN Wealth left its F/M Opportunistic Income ETF share count unchanged in Q1 2026.
F/M Opportunistic Income ETF made up 0.04% of HORAN Wealth's portfolio in Q1 2026, its #149 holding.
HORAN Wealth first reported a position in F/M Opportunistic Income ETF in Q4 2025 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held F/M Opportunistic Income ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.