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Hancock Whitney’s iShares CMBS ETF CMBS Stock Holding History

Hancock Whitney’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
Q1 		$14.1M Buy
287,723
+18,775
+7% +$924K 0.24% 104
2025
Q4 		$13.2M Buy
268,948
+11,988
+5% +$589K 0.24% 100
2025
Q3 		$12.6M Buy
256,960
+3,958
+2% +$193K 0.23% 102
2025
Q2 		$12.3M Buy
253,002
+33,892
+15% +$1.63M 0.24% 101
2025
Q1 		$10.5M Buy
+219,110
New +$10.5M 0.34% 63

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $636M AUM 25.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return