CAWM
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Capital A Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$14.9K Buy
318
+310
+3,875% +$14.9K 0.17% 166
2025
Q1 		$384 Hold
8
– – ﹤0.01% 648
2024
Q4 		$378 Buy
+8
New +$381 ﹤0.01% 682

Other funds holding CMBS

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Capital A Wealth Management's CMBS Position: Q2 2025 in Review

Capital A Wealth Management increased its iShares CMBS ETF (CMBS) stake by 3,875% in Q2 2025, buying an estimated $14.9K and bringing the position to 318 shares worth $14.9K. The position accounts for 0.17% of the portfolio, ranked #166.

Capital A Wealth Management first reported a position in CMBS in Q4 2024 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2025.

  • Capital A Wealth Management held 318 shares of iShares CMBS ETF worth $14.9K as of Q2 2025.
  • Capital A Wealth Management bought 310 iShares CMBS ETF shares in Q2 2025, an estimated $14.9K.
  • iShares CMBS ETF made up 0.17% of Capital A Wealth Management's portfolio in Q2 2025, its #166 holding.
  • Capital A Wealth Management first reported a position in iShares CMBS ETF in Q4 2024 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.