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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.64M Buy
270,765
+227,953
+532% +$3.9M 0.11% 34
2025
Q1 		$734K Buy
+42,812
New +$734K 0.02% 52