Wealth Enhancement Advisory Services
OWNS

Wealth Enhancement Advisory Services’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Wealth Enhancement Advisory Services’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 		$379K Buy
+22,090
New +$384K ﹤0.01% 2967

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
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

Wealth Enhancement Advisory Services's OWNS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in CCM Affordable Housing MBS ETF (OWNS) in Q2 2026: 22,090 shares worth $379K. The stake represents ﹤0.01% of the portfolio and ranks #2967 among its holdings.

28 funds tracked by Wall St. Rank hold OWNS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,090 shares of CCM Affordable Housing MBS ETF worth $379K as of Q2 2026.
  • CCM Affordable Housing MBS ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • CCM Affordable Housing MBS ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2967 holding.
  • 28 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.