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 Q3	$4.24K	Sell	90 -2,413	-96%	-$116K	﹤0.01%	569
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 $765B AUM 28.39% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $454M AUM 15.94% 1-Year Est. Return

Elevated Capital Advisors's CMBS Position: Q3 2026 in Review

Elevated Capital Advisors reduced its iShares CMBS ETF (CMBS) stake by 96% in Q3 2026, selling an estimated $116K and leaving 90 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Elevated Capital Advisors first reported a position in CMBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $605K in Q4 2024. 56 funds tracked by Wall St. Rank hold CMBS as of Q3 2026.

Elevated Capital Advisors held 90 shares of iShares CMBS ETF worth $4.24K as of Q3 2026.
Elevated Capital Advisors sold 2,413 iShares CMBS ETF shares in Q3 2026, an estimated $116K.
iShares CMBS ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #569 holding.
Elevated Capital Advisors first reported a position in iShares CMBS ETF in Q3 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's iShares CMBS ETF position peaked at $605K in Q4 2024.
56 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.