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Ethos Capital Management’s iShares CMBS ETF CMBS Stock Holding History

Ethos Capital 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
2026
Q2 		$971K Sell
19,951
-9,115
-31% -$444K 0.69% 37
2026
Q1 		$1.42M Sell
29,066
-4,824
-14% -$237K 1.22% 34
2025
Q4 		$1.66M Buy
+33,890
New +$1.66M 1.57% 19

Other funds holding CMBS

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ethos Capital Management's CMBS Position: Q2 2026 in Review

Ethos Capital Management reduced its iShares CMBS ETF (CMBS) stake by 31% in Q2 2026, selling an estimated $444K and leaving 19,951 shares worth $971K. The position accounts for 0.69% of the portfolio, ranked #37.

Ethos Capital Management first reported a position in CMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2025. 39 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Ethos Capital Management held 19,951 shares of iShares CMBS ETF worth $971K as of Q2 2026.
  • Ethos Capital Management sold 9,115 iShares CMBS ETF shares in Q2 2026, an estimated $444K.
  • iShares CMBS ETF made up 0.69% of Ethos Capital Management's portfolio in Q2 2026, its #37 holding.
  • Ethos Capital Management first reported a position in iShares CMBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's iShares CMBS ETF position peaked at $1.66M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.