ISFAN
OWNS

Investor's Fiduciary Advisor Network’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Investor's Fiduciary Advisor Network’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
2026
Q2 		– Sell
-20,998
Closed -$364K – 267
2026
Q1 		$364K Sell
20,998
-625
-3% -$11K 0.11% 191
2025
Q4 		$377K Buy
21,623
+1,712
+9% +$30.1K 0.08% 210
2025
Q3 		$346K Sell
19,911
-284
-1% -$4.91K 0.12% 181
2025
Q2 		$345K Buy
20,195
+11
+0.1% +$188 0.13% 166
2025
Q1 		$346K Sell
20,184
-13
-0.1% -$221 0.16% 129
2024
Q4 		$341K Buy
+20,197
New +$347K 0.13% 157

Other funds holding OWNS

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

Investor's Fiduciary Advisor Network's OWNS Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of CCM Affordable Housing MBS ETF (OWNS) in Q2 2026, closing a stake of 20,998 shares — an estimated $364K sold.

Investor's Fiduciary Advisor Network first reported a position in OWNS in Q4 2024 and held it in 6 quarters. The position peaked at $377K in Q4 2025. 28 funds tracked by Wall St. Rank hold OWNS as of Q2 2026.

  • Investor's Fiduciary Advisor Network reported no remaining CCM Affordable Housing MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Investor's Fiduciary Advisor Network sold 20,998 CCM Affordable Housing MBS ETF shares in Q2 2026, an estimated $364K.
  • Investor's Fiduciary Advisor Network first reported a position in CCM Affordable Housing MBS ETF in Q4 2024 and held it in 6 quarters.
  • Investor's Fiduciary Advisor Network's CCM Affordable Housing MBS ETF position peaked at $377K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.