MCRM
OWNS

Midway Capital Research & Management’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Midway Capital Research & Management’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 		$24.9K Buy
1,443
+288
+25% +$5K 0.02% 85
2026
Q1 		$20K Buy
+1,155
New +$20.3K 0.02% 85

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 24.1% 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

Midway Capital Research & Management's OWNS Position: Q2 2026 in Review

Midway Capital Research & Management increased its CCM Affordable Housing MBS ETF (OWNS) stake by 25% in Q2 2026, buying an estimated $5K and bringing the position to 1,443 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #85.

Midway Capital Research & Management first reported a position in OWNS in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold OWNS as of Q2 2026.

  • Midway Capital Research & Management held 1,443 shares of CCM Affordable Housing MBS ETF worth $24.9K as of Q2 2026.
  • Midway Capital Research & Management bought 288 CCM Affordable Housing MBS ETF shares in Q2 2026, an estimated $5K.
  • CCM Affordable Housing MBS ETF made up 0.02% of Midway Capital Research & Management's portfolio in Q2 2026, its #85 holding.
  • Midway Capital Research & Management first reported a position in CCM Affordable Housing MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.