Jackson Grant Investment Advisers’s Hoya Capital Housing ETF HOMZ Stock Holding History

Jackson Grant Investment Advisers’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	$48.8K	Hold	1,022	–	–	0.02%	201
2026 Q1	$43.1K	Hold	1,022	–	–	0.01%	208
2025 Q4	$46.4K	Hold	1,022	–	–	0.02%	206
2025 Q3	$48.1K	Hold	1,022	–	–	0.02%	202
2025 Q2	$44.4K	Hold	1,022	–	–	0.02%	187
2025 Q1	$45.7K	Hold	1,022	–	–	0.02%	184
2024 Q4	$46.3K	Buy	+1,022	New	+$49.9K	0.02%	183

Other funds holding HOMZ

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Jackson Grant Investment Advisers's HOMZ Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Hoya Capital Housing ETF (HOMZ) position steady in Q2 2026 at 1,022 shares worth $48.8K. The position accounts for 0.02% of the portfolio, ranked #201.

Jackson Grant Investment Advisers first reported a position in HOMZ in Q4 2024 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold HOMZ as of Q2 2026.

Jackson Grant Investment Advisers held 1,022 shares of Hoya Capital Housing ETF worth $48.8K as of Q2 2026.
Jackson Grant Investment Advisers left its Hoya Capital Housing ETF share count unchanged in Q2 2026.
Hoya Capital Housing ETF made up 0.02% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #201 holding.
Jackson Grant Investment Advisers first reported a position in Hoya Capital Housing ETF in Q4 2024 and has held it in 7 quarters since.
5 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.