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
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 $148M AUM 9.86% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Osbon Capital Management's FMKT Position: Q1 2026 in Review

Osbon Capital Management reduced its The Free Markets ETF (FMKT) stake by 4.6% in Q1 2026, selling an estimated $4.05K and leaving 3,898 shares worth $80.3K. The position accounts for 0.07% of the portfolio, ranked #121.

Osbon Capital Management first reported a position in FMKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $88.1K in Q4 2025. 12 funds tracked by Wall St. Rank hold FMKT as of Q1 2026.

  • Osbon Capital Management held 3,898 shares of The Free Markets ETF worth $80.3K as of Q1 2026.
  • Osbon Capital Management sold 186 The Free Markets ETF shares in Q1 2026, an estimated $4.05K.
  • The Free Markets ETF made up 0.07% of Osbon Capital Management's portfolio in Q1 2026, its #121 holding.
  • Osbon Capital Management first reported a position in The Free Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's The Free Markets ETF position peaked at $88.1K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held The Free Markets ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.