Founders Financial Alliance’s iShares CMBS ETF CMBS Stock Holding History

Founders Financial Alliance’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
2022 Q3	–	Sell	-10	Closed	–	–	481
2022 Q2	$0	Hold	10	–	–	﹤0.01%	509
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	432
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	474
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	447
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	468
2021 Q1	$1K	Buy	+10	New	+$547	﹤0.01%	453

Other funds holding CMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Founders Financial Alliance's CMBS Position: Q3 2022 in Review

Founders Financial Alliance sold out of iShares CMBS ETF (CMBS) in Q3 2022, closing a stake of 10 shares.

Founders Financial Alliance first reported a position in CMBS in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 85 funds tracked by Wall St. Rank hold CMBS as of Q3 2022.

Founders Financial Alliance reported no remaining iShares CMBS ETF position as of Q3 2022 after selling out during the quarter.
Founders Financial Alliance sold 10 iShares CMBS ETF shares in Q3 2022.
Founders Financial Alliance first reported a position in iShares CMBS ETF in Q1 2021 and held it in 6 quarters.
Founders Financial Alliance's iShares CMBS ETF position peaked at $1K in Q1 2022.
85 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.