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Arete Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History

Arete Wealth 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 		$854K Buy
17,561
+1,301
+8% +$63.3K 0.06% 242
2026
Q1 		$793K Sell
16,260
-219
-1% -$10.8K 0.06% 231
2025
Q4 		$809K Buy
16,479
+1,185
+8% +$58.2K 0.06% 259
2025
Q3 		$750K Buy
+15,294
New +$746K 0.05% 339

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

Arete Wealth Advisors's CMBS Position: Q2 2026 in Review

Arete Wealth Advisors increased its iShares CMBS ETF (CMBS) stake by 8% in Q2 2026, buying an estimated $63.3K and bringing the position to 17,561 shares worth $854K. The position accounts for 0.06% of the portfolio, ranked #242.

Arete Wealth Advisors first reported a position in CMBS in Q3 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Arete Wealth Advisors held 17,561 shares of iShares CMBS ETF worth $854K as of Q2 2026.
  • Arete Wealth Advisors bought 1,301 iShares CMBS ETF shares in Q2 2026, an estimated $63.3K.
  • iShares CMBS ETF made up 0.06% of Arete Wealth Advisors's portfolio in Q2 2026, its #242 holding.
  • Arete Wealth Advisors first reported a position in iShares CMBS ETF in Q3 2025 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.