IA
HOMZ icon

IFP Advisors’s Hoya Capital Housing ETF HOMZ Stock Holding History

IFP Advisors’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
2023
Q4 		– Sell
-172
Closed -$6.11K – 3186
2023
Q3 		$6.11K Buy
172
+1
+0.6% +$38 ﹤0.01% 2435
2023
Q2 		$6.63K Buy
171
+1
+0.6% +$36 ﹤0.01% 2437
2023
Q1 		$4.23K Buy
170
+1
+0.6% +$35 ﹤0.01% 2637
2022
Q4 		$4K Sell
169
-49
-22% -$1.55K ﹤0.01% 3895
2022
Q3 		$5K Buy
218
+1
+0.5% +$34 ﹤0.01% 4033
2022
Q2 		$5K Hold
217
– – ﹤0.01% 3788
2022
Q1 		$5K Buy
217
+50
+30% +$2.03K ﹤0.01% 3788
2021
Q4 		$8K Sell
167
-167
-50% -$7.16K ﹤0.01% 2309
2021
Q3 		$14K Hold
334
– – ﹤0.01% 2134
2021
Q2 		$14K Hold
334
– – ﹤0.01% 2083
2021
Q1 		$12K Hold
334
– – ﹤0.01% 2061
2020
Q4 		$10K Hold
334
– – ﹤0.01% 2075
2020
Q3 		$10K Buy
+334
New +$9.38K ﹤0.01% 1894

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

IFP Advisors's HOMZ Position: Q4 2023 in Review

IFP Advisors sold out of Hoya Capital Housing ETF (HOMZ) in Q4 2023, closing a stake of 172 shares — an estimated $6.11K sold.

IFP Advisors first reported a position in HOMZ in Q3 2020 and held it in 13 quarters. The position peaked at $14K in Q3 2021. 17 funds tracked by Wall St. Rank hold HOMZ as of Q4 2023.

  • IFP Advisors reported no remaining Hoya Capital Housing ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 172 Hoya Capital Housing ETF shares in Q4 2023, an estimated $6.11K.
  • IFP Advisors first reported a position in Hoya Capital Housing ETF in Q3 2020 and held it in 13 quarters.
  • IFP Advisors's Hoya Capital Housing ETF position peaked at $14K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.