Zhang Financial’s Hoya Capital Housing ETF HOMZ Stock Holding History

Zhang Financial’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
2026 Q2	$274K	Buy	5,738 +37	+0.6%	+$1.64K	0.01%	346
2026 Q1	$241K	Buy	5,701 +35	+0.6%	+$1.62K	0.01%	334
2025 Q4	$257K	Buy	5,666 +43	+0.8%	+$1.96K	0.01%	298
2025 Q3	$265K	Buy	+5,623	New	+$261K	0.01%	274
2025 Q2	–	Sell	-5,555	Closed	-$248K	–	298
2025 Q1	$248K	Buy	5,555 +33	+0.6%	+$1.51K	0.01%	270
2024 Q4	$250K	Buy	5,522 +33	+0.6%	+$1.61K	0.01%	255
2024 Q3	$279K	Hold	5,489	–	–	0.02%	236
2024 Q2	$235K	Hold	5,489	–	–	0.02%	244
2024 Q1	$247K	Hold	5,489	–	–	0.02%	242
2023 Q4	$232K	Buy	+5,489	New	+$202K	0.02%	239
2023 Q3	–	Sell	-5,489	Closed	-$215K	–	240
2023 Q2	$215K	Buy	+5,489	New	+$195K	0.02%	232

Other funds holding HOMZ

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

JGIA

Jackson Grant Investment Advisers Stamford, Connecticut $322M AUM 20.03% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Zhang Financial's HOMZ Position: Q2 2026 in Review

Zhang Financial increased its Hoya Capital Housing ETF (HOMZ) stake by 0.65% in Q2 2026, buying an estimated $1.64K and bringing the position to 5,738 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #346.

Zhang Financial first reported a position in HOMZ in Q2 2023 and has held it in 11 quarters since. The position peaked at $279K in Q3 2024. 5 funds tracked by Wall St. Rank hold HOMZ as of Q2 2026.

Zhang Financial held 5,738 shares of Hoya Capital Housing ETF worth $274K as of Q2 2026.
Zhang Financial bought 37 Hoya Capital Housing ETF shares in Q2 2026, an estimated $1.64K.
Hoya Capital Housing ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #346 holding.
Zhang Financial first reported a position in Hoya Capital Housing ETF in Q2 2023 and has held it in 11 quarters since.
Zhang Financial's Hoya Capital Housing ETF position peaked at $279K in Q3 2024.
5 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.