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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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. 92 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.
  • 92 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.