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 Q2	$628K	Buy	12,233 +4,485	+58%	+$231K	0.08%	126
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 $1.97B AUM 30.33% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EIA

Emerald Investment Advisers Leola, Pennsylvania $1.5B AUM

CBT

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HORAN Wealth's ZHOG Position: Q2 2026 in Review

HORAN Wealth increased its F/M Opportunistic Income ETF (ZHOG) stake by 58% in Q2 2026, buying an estimated $231K and bringing the position to 12,233 shares worth $628K. The position accounts for 0.08% of the portfolio, ranked #126.

HORAN Wealth first reported a position in ZHOG in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold ZHOG as of Q2 2026.

HORAN Wealth held 12,233 shares of F/M Opportunistic Income ETF worth $628K as of Q2 2026.
HORAN Wealth bought 4,485 F/M Opportunistic Income ETF shares in Q2 2026, an estimated $231K.
F/M Opportunistic Income ETF made up 0.08% of HORAN Wealth's portfolio in Q2 2026, its #126 holding.
HORAN Wealth first reported a position in F/M Opportunistic Income ETF in Q4 2025 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held F/M Opportunistic Income ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.