Integrated Wealth Concepts’s Hoya Capital Housing ETF HOMZ Stock Holding History

Integrated Wealth Concepts’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	$31.5K	Buy	+659	New	+$29.2K	﹤0.01%	3737

Other funds holding HOMZ

Pettee Investors Rowayton, Connecticut $203M AUM 42.15% 1-Year Est. Return

HCRE

Hoya Capital Real Estate Rowayton, Connecticut $6.8M AUM 50.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CAM

Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JGIA

Jackson Grant Investment Advisers Stamford, Connecticut $322M AUM 20.03% 1-Year Est. Return

Integrated Wealth Concepts's HOMZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Hoya Capital Housing ETF (HOMZ) in Q2 2026: 659 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #3737 among its holdings.

17 funds tracked by Wall St. Rank hold HOMZ as of Q2 2026.

Integrated Wealth Concepts held 659 shares of Hoya Capital Housing ETF worth $31.5K as of Q2 2026.
Hoya Capital Housing ETF was a new Integrated Wealth Concepts position in Q2 2026.
Hoya Capital Housing ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3737 holding.
17 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.