Elevated Capital Advisors’s iShares CMBS ETF CMBS Stock Holding History

Elevated Capital 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	$122K	Sell	2,503 -5,430	-68%	-$264K	0.03%	272
2026 Q1	$387K	Sell	7,933 -954	-11%	-$46.9K	0.1%	202
2025 Q4	$436K	Sell	8,887 -508	-5%	-$25K	0.1%	210
2025 Q3	$461K	Sell	9,395 -1,797	-16%	-$87.6K	0.11%	203
2025 Q2	$537K	Hold	11,192	–	–	0.15%	182
2025 Q1	$537K	Sell	11,192 -1,620	-13%	-$77.3K	0.15%	182
2024 Q4	$605K	Buy	12,812 +7,524	+142%	+$358K	0.16%	174
2024 Q3	$259K	Buy	+5,288	New	+$253K	0.07%	247

Other funds holding CMBS

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

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Elevated Capital Advisors's CMBS Position: Q2 2026 in Review

Elevated Capital Advisors reduced its iShares CMBS ETF (CMBS) stake by 68% in Q2 2026, selling an estimated $264K and leaving 2,503 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #272.

Elevated Capital Advisors first reported a position in CMBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $605K in Q4 2024. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Elevated Capital Advisors held 2,503 shares of iShares CMBS ETF worth $122K as of Q2 2026.
Elevated Capital Advisors sold 5,430 iShares CMBS ETF shares in Q2 2026, an estimated $264K.
iShares CMBS ETF made up 0.03% of Elevated Capital Advisors's portfolio in Q2 2026, its #272 holding.
Elevated Capital Advisors first reported a position in iShares CMBS ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's iShares CMBS ETF position peaked at $605K in Q4 2024.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.