SAM
OWNS

Smartleaf Asset Management’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Smartleaf Asset Management’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
Q1 		$29.2K Buy
+1,676
New +$29.5K ﹤0.01% 1758

Other funds holding OWNS

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

Smartleaf Asset Management's OWNS Position: Q1 2026 in Review

Smartleaf Asset Management opened a new position in CCM Affordable Housing MBS ETF (OWNS) in Q1 2026: 1,676 shares worth $29.2K. The stake represents ﹤0.01% of the portfolio and ranks #1758 among its holdings.

25 funds tracked by Wall St. Rank hold OWNS as of Q1 2026.

  • Smartleaf Asset Management held 1,676 shares of CCM Affordable Housing MBS ETF worth $29.2K as of Q1 2026.
  • CCM Affordable Housing MBS ETF was a new Smartleaf Asset Management position in Q1 2026.
  • CCM Affordable Housing MBS ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1758 holding.
  • 25 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q1 2026.

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