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Sowell Financial Services’s Hoya Capital Housing ETF HOMZ Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-6,680
Closed -$195K – 2759
2020
Q3 		$195K Buy
+6,680
New +$188K 0.01% 738

Other funds holding HOMZ

LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SJIM
St. Johns Investment Management Jacksonville, Florida $238M AUM 22.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sowell Financial Services's HOMZ Position: Q4 2020 in Review

Sowell Financial Services sold out of Hoya Capital Housing ETF (HOMZ) in Q4 2020, closing a stake of 6,680 shares — an estimated $195K sold.

Sowell Financial Services first reported a position in HOMZ in Q3 2020 and held it in 1 quarter. The position peaked at $195K in Q3 2020. 11 funds tracked by Wall St. Rank hold HOMZ as of Q4 2020.

  • Sowell Financial Services reported no remaining Hoya Capital Housing ETF position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 6,680 Hoya Capital Housing ETF shares in Q4 2020, an estimated $195K.
  • Sowell Financial Services first reported a position in Hoya Capital Housing ETF in Q3 2020 and held it in 1 quarter.
  • Sowell Financial Services's Hoya Capital Housing ETF position peaked at $195K in Q3 2020.
  • 11 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.