OCM
FMKT

Osbon Capital Management’s The Free Markets ETF FMKT Stock Holding History

Osbon Capital Management’s Portfolio FMKT Stock Details FMKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,898
Closed -$80.3K – 538
2026
Q1 		$80.3K Sell
3,898
-186
-5% -$4.05K 0.07% 121
2025
Q4 		$88.1K Buy
+4,084
New +$93K 0.08% 92

Other funds holding FMKT

AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Osbon Capital Management's FMKT Position: Q2 2026 in Review

Osbon Capital Management sold out of The Free Markets ETF (FMKT) in Q2 2026, closing a stake of 3,898 shares — an estimated $80.3K sold.

Osbon Capital Management first reported a position in FMKT in Q4 2025 and held it in 2 quarters. The position peaked at $88.1K in Q4 2025. 10 funds tracked by Wall St. Rank hold FMKT as of Q2 2026.

  • Osbon Capital Management reported no remaining The Free Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 3,898 The Free Markets ETF shares in Q2 2026, an estimated $80.3K.
  • Osbon Capital Management first reported a position in The Free Markets ETF in Q4 2025 and held it in 2 quarters.
  • Osbon Capital Management's The Free Markets ETF position peaked at $88.1K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held The Free Markets ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.