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Principal Securities’s Hoya Capital Housing ETF HOMZ Stock Holding History

Principal Securities’s Portfolio HOMZ Stock Details HOMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$4.53K – 3776
2025
Q1 		$4.53K Hold
100
– – ﹤0.01% 2809
2024
Q4 		$4.53K Hold
100
– – ﹤0.01% 2806
2024
Q3 		$5.09K Hold
100
– – ﹤0.01% 2671
2024
Q2 		$4.28K Hold
100
– – ﹤0.01% 2692
2024
Q1 		$4.5K Hold
100
– – ﹤0.01% 2641
2023
Q4 		$4.23K Buy
+100
New +$3.67K ﹤0.01% 2589

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JGIA
Jackson Grant Investment Advisers Stamford, Connecticut $300M AUM 13.94% 1-Year Est. Return
SJIM
St. Johns Investment Management Jacksonville, Florida $238M AUM 22.04% 1-Year Est. Return

Principal Securities's HOMZ Position: Q2 2025 in Review

Principal Securities sold out of Hoya Capital Housing ETF (HOMZ) in Q2 2025, closing a stake of 100 shares — an estimated $4.53K sold.

Principal Securities first reported a position in HOMZ in Q4 2023 and held it in 6 quarters. The position peaked at $5.09K in Q3 2024. 13 funds tracked by Wall St. Rank hold HOMZ as of Q2 2025.

  • Principal Securities reported no remaining Hoya Capital Housing ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 100 Hoya Capital Housing ETF shares in Q2 2025, an estimated $4.53K.
  • Principal Securities first reported a position in Hoya Capital Housing ETF in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Hoya Capital Housing ETF position peaked at $5.09K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.