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Beacon Pointe Advisors’s iShares CMBS ETF CMBS Stock Holding History

Beacon Pointe 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
Q1 		$2.02M Buy
+41,523
New +$2.04M 0.01% 731

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Beacon Pointe Advisors's CMBS Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in iShares CMBS ETF (CMBS) in Q1 2026: 41,523 shares worth $2.02M. The stake represents 0.01% of the portfolio and ranks #731 among its holdings.

92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Beacon Pointe Advisors held 41,523 shares of iShares CMBS ETF worth $2.02M as of Q1 2026.
  • iShares CMBS ETF was a new Beacon Pointe Advisors position in Q1 2026.
  • iShares CMBS ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #731 holding.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.