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

RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM