OWM
OWNS

Orgel Wealth Management’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Orgel Wealth 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 		$5.09M Buy
294,906
+8,482
+3% +$147K 0.1% 36
2026
Q1 		$4.97M Sell
286,424
-1,355
-0.5% -$23.8K 0.11% 34
2025
Q4 		$5.02M Buy
287,779
+4,723
+2% +$83K 0.11% 34
2025
Q3 		$4.92M Buy
283,056
+12,291
+5% +$212K 0.11% 34
2025
Q2 		$4.64M Buy
270,765
+227,953
+532% +$3.89M 0.11% 34
2025
Q1 		$734K Buy
+42,812
New +$729K 0.02% 52

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Orgel Wealth Management's OWNS Position: Q2 2026 in Review

Orgel Wealth Management increased its CCM Affordable Housing MBS ETF (OWNS) stake by 3% in Q2 2026, buying an estimated $147K and bringing the position to 294,906 shares worth $5.09M. The position accounts for 0.1% of the portfolio, ranked #36.

Orgel Wealth Management first reported a position in OWNS in Q1 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold OWNS as of Q2 2026.

  • Orgel Wealth Management held 294,906 shares of CCM Affordable Housing MBS ETF worth $5.09M as of Q2 2026.
  • Orgel Wealth Management bought 8,482 CCM Affordable Housing MBS ETF shares in Q2 2026, an estimated $147K.
  • CCM Affordable Housing MBS ETF made up 0.1% of Orgel Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Orgel Wealth Management first reported a position in CCM Affordable Housing MBS ETF in Q1 2025 and has held it in 6 quarters since.
  • 28 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.