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 Q3	–	Sell	-22,090	Closed	-$379K	–	4382
2026 Q2	$379K	Buy	+22,090	New	+$384K	﹤0.01%	2967

Other funds holding OWNS

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's OWNS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of CCM Affordable Housing MBS ETF (OWNS) in Q3 2026, closing a stake of 22,090 shares — an estimated $379K sold.

Wealth Enhancement Advisory Services first reported a position in OWNS in Q2 2026 and held it in 1 quarter. The position peaked at $379K in Q2 2026. 5 funds tracked by Wall St. Rank hold OWNS as of Q3 2026.

Wealth Enhancement Advisory Services reported no remaining CCM Affordable Housing MBS ETF position as of Q3 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 22,090 CCM Affordable Housing MBS ETF shares in Q3 2026, an estimated $379K.
Wealth Enhancement Advisory Services first reported a position in CCM Affordable Housing MBS ETF in Q2 2026 and held it in 1 quarter.
Wealth Enhancement Advisory Services's CCM Affordable Housing MBS ETF position peaked at $379K in Q2 2026.
5 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.