SA
OWNS

Skyline Advisors’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Skyline Advisors’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 		$1.49M Buy
86,279
+24,353
+39% +$423K 0.47% 37
2026
Q1 		$1.07M Buy
61,926
+23,100
+59% +$406K 0.37% 41
2025
Q4 		$678K Buy
38,826
+4,000
+11% +$70.3K 0.23% 45
2025
Q3 		$606K Buy
34,826
+1,559
+5% +$26.9K 0.21% 49
2025
Q2 		$570K Buy
33,267
+4,940
+17% +$84.2K 0.21% 54
2025
Q1 		$486K Buy
28,327
+4,253
+18% +$72.4K 0.19% 52
2024
Q4 		$407K Buy
+24,074
New +$414K 0.16% 59

Other funds holding OWNS

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Skyline Advisors's OWNS Position: Q2 2026 in Review

Skyline Advisors increased its CCM Affordable Housing MBS ETF (OWNS) stake by 39% in Q2 2026, buying an estimated $423K and bringing the position to 86,279 shares worth $1.49M. The position accounts for 0.47% of the portfolio, ranked #37.

Skyline Advisors first reported a position in OWNS in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold OWNS as of Q2 2026.

  • Skyline Advisors held 86,279 shares of CCM Affordable Housing MBS ETF worth $1.49M as of Q2 2026.
  • Skyline Advisors bought 24,353 CCM Affordable Housing MBS ETF shares in Q2 2026, an estimated $423K.
  • CCM Affordable Housing MBS ETF made up 0.47% of Skyline Advisors's portfolio in Q2 2026, its #37 holding.
  • Skyline Advisors first reported a position in CCM Affordable Housing MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.