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Action Point Financial Planning’s iShares CMBS ETF CMBS Stock Holding History

Action Point Financial Planning’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222 Buy
+5
New +$243 ﹤0.01% 2694

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Action Point Financial Planning's CMBS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares CMBS ETF (CMBS) in Q2 2026: 5 shares worth $222. The stake represents ﹤0.01% of the portfolio and ranks #2694 among its holdings.

92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Action Point Financial Planning held 5 shares of iShares CMBS ETF worth $222 as of Q2 2026.
  • iShares CMBS ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares CMBS ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2694 holding.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.