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Aptus Capital Advisors’s iShares CMBS ETF CMBS Stock Holding History

Aptus Capital Advisors’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 		$48.3K Hold
993
– – ﹤0.01% 1384
2026
Q1 		$48.4K Hold
993
– – ﹤0.01% 1278
2025
Q4 		$48.7K Hold
993
– – ﹤0.01% 1296
2025
Q3 		$48.7K Buy
+993
New +$48.4K ﹤0.01% 1236
2021
Q3 		– Sell
-22
Closed -$1K – 544
2021
Q2 		$1K Buy
+22
New +$1.19K ﹤0.01% 550

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

Aptus Capital Advisors's CMBS Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares CMBS ETF (CMBS) position steady in Q2 2026 at 993 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Aptus Capital Advisors first reported a position in CMBS in Q2 2021 and has held it in 5 quarters since. The position peaked at $48.7K in Q4 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Aptus Capital Advisors held 993 shares of iShares CMBS ETF worth $48.3K as of Q2 2026.
  • Aptus Capital Advisors left its iShares CMBS ETF share count unchanged in Q2 2026.
  • iShares CMBS ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1384 holding.
  • Aptus Capital Advisors first reported a position in iShares CMBS ETF in Q2 2021 and has held it in 5 quarters since.
  • Aptus Capital Advisors's iShares CMBS ETF position peaked at $48.7K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.