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Steel Grove Capital Advisors’s Hoya Capital Housing ETF HOMZ Stock Holding History

Steel Grove Capital Advisors’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
-1,321
Closed -$59.1K – 186
2025
Q1 		$59.1K Buy
+1,321
New +$60.4K 0.01% 164

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 $11.8B AUM 31.86% 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 $322M AUM 20.03% 1-Year Est. Return
SJIM
St. Johns Investment Management Jacksonville, Florida $238M AUM 22.04% 1-Year Est. Return

Steel Grove Capital Advisors's HOMZ Position: Q2 2025 in Review

Steel Grove Capital Advisors sold out of Hoya Capital Housing ETF (HOMZ) in Q2 2025, closing a stake of 1,321 shares — an estimated $59.1K sold.

Steel Grove Capital Advisors first reported a position in HOMZ in Q1 2025 and held it in 1 quarter. The position peaked at $59.1K in Q1 2025. 13 funds tracked by Wall St. Rank hold HOMZ as of Q2 2025.

  • Steel Grove Capital Advisors reported no remaining Hoya Capital Housing ETF position as of Q2 2025 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 1,321 Hoya Capital Housing ETF shares in Q2 2025, an estimated $59.1K.
  • Steel Grove Capital Advisors first reported a position in Hoya Capital Housing ETF in Q1 2025 and held it in 1 quarter.
  • Steel Grove Capital Advisors's Hoya Capital Housing ETF position peaked at $59.1K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q2 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.