TFP
OWNS

TrueWealth Financial Partners’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

TrueWealth Financial Partners’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 		– Sell
-47,286
Closed -$826K – 96
2025
Q4 		$826K Buy
+47,286
New +$831K 0.68% 33

Other funds holding OWNS

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

TrueWealth Financial Partners's OWNS Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of CCM Affordable Housing MBS ETF (OWNS) in Q1 2026, closing a stake of 47,286 shares — an estimated $826K sold.

TrueWealth Financial Partners first reported a position in OWNS in Q4 2025 and held it in 1 quarter. The position peaked at $826K in Q4 2025. 26 funds tracked by Wall St. Rank hold OWNS as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining CCM Affordable Housing MBS ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 47,286 CCM Affordable Housing MBS ETF shares in Q1 2026, an estimated $826K.
  • TrueWealth Financial Partners first reported a position in CCM Affordable Housing MBS ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's CCM Affordable Housing MBS ETF position peaked at $826K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.