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OneDigital Investment Advisors’s Hoya Capital Housing ETF HOMZ Stock Holding History

OneDigital Investment Advisors’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
2022
Q1 		– Sell
-15,366
Closed -$691K – 799
2021
Q4 		$691K Buy
15,366
+230
+2% +$9.86K 0.02% 349
2021
Q3 		$601K Sell
15,136
-1,098
-7% -$45K 0.02% 376
2021
Q2 		$652K Sell
16,234
-2,942
-15% -$118K 0.03% 345
2021
Q1 		$728K Buy
+19,176
New +$677K 0.03% 305

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

OneDigital Investment Advisors's HOMZ Position: Q1 2022 in Review

OneDigital Investment Advisors sold out of Hoya Capital Housing ETF (HOMZ) in Q1 2022, closing a stake of 15,366 shares — an estimated $691K sold.

OneDigital Investment Advisors first reported a position in HOMZ in Q1 2021 and held it in 4 quarters. The position peaked at $728K in Q1 2021. 27 funds tracked by Wall St. Rank hold HOMZ as of Q1 2022.

  • OneDigital Investment Advisors reported no remaining Hoya Capital Housing ETF position as of Q1 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 15,366 Hoya Capital Housing ETF shares in Q1 2022, an estimated $691K.
  • OneDigital Investment Advisors first reported a position in Hoya Capital Housing ETF in Q1 2021 and held it in 4 quarters.
  • OneDigital Investment Advisors's Hoya Capital Housing ETF position peaked at $728K in Q1 2021.
  • 27 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q1 2022.

Based on OneDigital Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.