HCA
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Heck Capital Advisors’s iShares CMBS ETF CMBS Stock Holding History

Heck 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 		$621K Sell
12,764
-10,927
-46% -$532K 0.04% 141
2026
Q1 		$1.15M Buy
23,691
+1,729
+8% +$85.1K 0.09% 109
2025
Q4 		$1.08M Sell
21,962
-1,121
-5% -$55.1K 0.08% 108
2025
Q3 		$1.13M Buy
+23,083
New +$1.13M 0.09% 105
2023
Q3 		– Sell
-1
Closed -$34 – 183
2023
Q2 		$34 Buy
+1
New +$46 ﹤0.01% 160
2023
Q1 		– Sell
-125,264
Closed -$5.75M – 149
2022
Q4 		$5.75M Sell
125,264
-708
-0.6% -$32.3K 1.11% 30
2022
Q3 		$5.78M Buy
125,972
+1,704
+1% +$81.3K 1.19% 25
2022
Q2 		$5.98M Sell
124,268
-2,135
-2% -$103K 1.2% 27
2022
Q1 		$6.3M Buy
126,403
+885
+0.7% +$45.5K 1.14% 26
2021
Q4 		$6.66M Buy
125,518
+73,942
+143% +$3.95M 1.21% 20
2021
Q3 		$2.79M Buy
51,576
+659
+1% +$35.9K 0.56% 41
2021
Q2 		$2.77M Buy
50,917
+1,098
+2% +$59.6K 0.55% 38
2021
Q1 		$2.68M Buy
49,819
+2,948
+6% +$161K 0.59% 33
2020
Q4 		$2.59M Buy
46,871
+5,197
+12% +$286K 0.63% 31
2020
Q3 		$2.31M Buy
41,674
+1,546
+4% +$85.3K 0.65% 29
2020
Q2 		$2.2M Buy
40,128
+2,750
+7% +$148K 0.47% 27
2020
Q1 		$2.01M Buy
+37,378
New +$2M 0.58% 24

Other funds holding CMBS

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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Heck Capital Advisors reduced its iShares CMBS ETF (CMBS) stake by 46% in Q2 2026, selling an estimated $532K and leaving 12,764 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #141.

Heck Capital Advisors first reported a position in CMBS in Q1 2020 and has held it in 17 quarters since. The position peaked at $6.66M in Q4 2021. 15 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Heck Capital Advisors held 12,764 shares of iShares CMBS ETF worth $621K as of Q2 2026.
  • Heck Capital Advisors sold 10,927 iShares CMBS ETF shares in Q2 2026, an estimated $532K.
  • iShares CMBS ETF made up 0.04% of Heck Capital Advisors's portfolio in Q2 2026, its #141 holding.
  • Heck Capital Advisors first reported a position in iShares CMBS ETF in Q1 2020 and has held it in 17 quarters since.
  • Heck Capital Advisors's iShares CMBS ETF position peaked at $6.66M in Q4 2021.
  • 15 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.