BPA
CMBS icon

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
Q2 		– Sell
-41,523
Closed -$2.02M – 1941
2026
Q1 		$2.02M Buy
+41,523
New +$2.04M 0.01% 731

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

Beacon Pointe Advisors's CMBS Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of iShares CMBS ETF (CMBS) in Q2 2026, closing a stake of 41,523 shares — an estimated $2.02M sold.

Beacon Pointe Advisors first reported a position in CMBS in Q1 2026 and held it in 1 quarter. The position peaked at $2.02M in Q1 2026. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining iShares CMBS ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 41,523 iShares CMBS ETF shares in Q2 2026, an estimated $2.02M.
  • Beacon Pointe Advisors first reported a position in iShares CMBS ETF in Q1 2026 and held it in 1 quarter.
  • Beacon Pointe Advisors's iShares CMBS ETF position peaked at $2.02M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.