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Ashton Thomas Private Wealth’s iShares CMBS ETF CMBS Stock Holding History

Ashton Thomas Private Wealth’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 		$40.1K Hold
825
– – ﹤0.01% 1380
2026
Q1 		$40.2K Buy
+825
New +$40.6K ﹤0.01% 1292
2024
Q3 		– Sell
-200
Closed -$9.39K – 848
2024
Q2 		$9.39K Buy
+200
New +$9.3K ﹤0.01% 1349

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

Ashton Thomas Private Wealth's CMBS Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its iShares CMBS ETF (CMBS) position steady in Q2 2026 at 825 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Ashton Thomas Private Wealth first reported a position in CMBS in Q2 2024 and has held it in 3 quarters since. The position peaked at $40.2K in Q1 2026. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Ashton Thomas Private Wealth held 825 shares of iShares CMBS ETF worth $40.1K as of Q2 2026.
  • Ashton Thomas Private Wealth left its iShares CMBS ETF share count unchanged in Q2 2026.
  • iShares CMBS ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1380 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares CMBS ETF in Q2 2024 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's iShares CMBS ETF position peaked at $40.2K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.