JDM Financial Group’s Residential REIT ETF HAUS Stock Holding History

JDM Financial Group’s Portfolio HAUS Stock Details HAUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06K	Buy	56 +1	+2%	+$19	﹤0.01%	326
2026 Q1	$947	Hold	55	–	–	﹤0.01%	312
2025 Q4	$977	Hold	55	–	–	﹤0.01%	246
2025 Q3	$970	Buy	55 +1	+2%	+$18	﹤0.01%	277
2025 Q2	$982	Buy	+54	New	+$987	﹤0.01%	255

Other funds holding HAUS

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JDM Financial Group's HAUS Position: Q2 2026 in Review

JDM Financial Group increased its Residential REIT ETF (HAUS) stake by 1.8% in Q2 2026, buying an estimated $19 and bringing the position to 56 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

JDM Financial Group first reported a position in HAUS in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold HAUS as of Q2 2026.

JDM Financial Group held 56 shares of Residential REIT ETF worth $1.06K as of Q2 2026.
JDM Financial Group bought 1 Residential REIT ETF share in Q2 2026, an estimated $19.
Residential REIT ETF made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #326 holding.
JDM Financial Group first reported a position in Residential REIT ETF in Q2 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held Residential REIT ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.