Simplex Trading
HOMZ icon

Simplex Trading’s Hoya Capital Housing ETF HOMZ Stock Holding History

Simplex Trading’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
2023
Q1 		– Sell
-1,100
Closed -$34K – 9463
2022
Q4 		$34K Buy
1,100
+600
+120% +$19K ﹤0.01% 6305
2022
Q3 		$15K Sell
500
-5,600
-92% -$191K ﹤0.01% 7819
2022
Q2 		$194K Buy
+6,100
New +$217K ﹤0.01% 4648
2021
Q4 		– Sell
-225
Closed -$9K – 10854
2021
Q3 		$9K Hold
225
– – ﹤0.01% 8992
2021
Q2 		$9K Buy
+225
New +$9K ﹤0.01% 9156

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Simplex Trading's HOMZ Position: Q1 2023 in Review

Simplex Trading sold out of Hoya Capital Housing ETF (HOMZ) in Q1 2023, closing a stake of 1,100 shares — an estimated $34K sold.

Simplex Trading first reported a position in HOMZ in Q2 2021 and held it in 5 quarters. The position peaked at $194K in Q2 2022. 14 funds tracked by Wall St. Rank hold HOMZ as of Q1 2023.

  • Simplex Trading reported no remaining Hoya Capital Housing ETF position as of Q1 2023 after selling out during the quarter.
  • Simplex Trading sold 1,100 Hoya Capital Housing ETF shares in Q1 2023, an estimated $34K.
  • Simplex Trading first reported a position in Hoya Capital Housing ETF in Q2 2021 and held it in 5 quarters.
  • Simplex Trading's Hoya Capital Housing ETF position peaked at $194K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q1 2023.

Based on Simplex Trading's 13F filing for Q1 2023, filed 27 Apr 2023.