JFG
HAUS icon

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
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

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JDM Financial Group's HAUS Position: Q1 2026 in Review

JDM Financial Group held its Residential REIT ETF (HAUS) position steady in Q1 2026 at 55 shares worth $947. The position accounts for ﹤0.01% of the portfolio, ranked #312.

JDM Financial Group first reported a position in HAUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $982 in Q2 2025. 6 funds tracked by Wall St. Rank hold HAUS as of Q1 2026.

  • JDM Financial Group held 55 shares of Residential REIT ETF worth $947 as of Q1 2026.
  • JDM Financial Group left its Residential REIT ETF share count unchanged in Q1 2026.
  • Residential REIT ETF made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #312 holding.
  • JDM Financial Group first reported a position in Residential REIT ETF in Q2 2025 and has held it in 4 quarters since.
  • JDM Financial Group's Residential REIT ETF position peaked at $982 in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Residential REIT ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.