NI
OWNS

Natural Investments’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Natural Investments’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 		$5.1M Buy
295,066
+38,657
+15% +$671K 1.12% 20
2026
Q1 		$4.45M Buy
256,409
+91,204
+55% +$1.6M 1.1% 19
2025
Q4 		$2.88M Buy
+165,205
New +$2.9M 0.72% 26
2025
Q3 		– Sell
-112,989
Closed -$1.94M – 282
2025
Q2 		$1.94M Buy
112,989
+23,104
+26% +$394K 0.5% 52
2025
Q1 		$1.54M Buy
89,885
+5,634
+7% +$96K 0.44% 60
2024
Q4 		$1.42M Buy
+84,251
New +$1.45M 0.39% 67

Other funds holding OWNS

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
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Natural Investments's OWNS Position: Q2 2026 in Review

Natural Investments increased its CCM Affordable Housing MBS ETF (OWNS) stake by 15% in Q2 2026, buying an estimated $671K and bringing the position to 295,066 shares worth $5.1M. The position accounts for 1.12% of the portfolio, ranked #20.

Natural Investments first reported a position in OWNS in Q4 2024 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold OWNS as of Q2 2026.

  • Natural Investments held 295,066 shares of CCM Affordable Housing MBS ETF worth $5.1M as of Q2 2026.
  • Natural Investments bought 38,657 CCM Affordable Housing MBS ETF shares in Q2 2026, an estimated $671K.
  • CCM Affordable Housing MBS ETF made up 1.12% of Natural Investments's portfolio in Q2 2026, its #20 holding.
  • Natural Investments first reported a position in CCM Affordable Housing MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.