U.S. Capital Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History

U.S. Capital Wealth 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 Q1	–	Sell	-79,107	Closed	-$3.88M	–	1024
2025 Q4	$3.88M	Buy	79,107 +15,528	+24%	+$763K	0.1%	221
2025 Q3	$3.12M	Buy	63,579 +9,556	+18%	+$466K	0.08%	238
2025 Q2	$2.63M	Sell	54,023 -9,612	-15%	-$463K	0.08%	250
2025 Q1	$3.05M	Buy	63,635 +18,117	+40%	+$864K	0.09%	223
2024 Q4	$2.15M	Buy	+45,518	New	+$2.17M	0.07%	285

Other funds holding CMBS

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

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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return

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

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

U.S. Capital Wealth Advisors's CMBS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of iShares CMBS ETF (CMBS) in Q1 2026, closing a stake of 79,107 shares — an estimated $3.88M sold.

U.S. Capital Wealth Advisors first reported a position in CMBS in Q4 2024 and held it in 5 quarters. The position peaked at $3.88M in Q4 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining iShares CMBS ETF position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 79,107 iShares CMBS ETF shares in Q1 2026, an estimated $3.88M.
U.S. Capital Wealth Advisors first reported a position in iShares CMBS ETF in Q4 2024 and held it in 5 quarters.
U.S. Capital Wealth Advisors's iShares CMBS ETF position peaked at $3.88M in Q4 2025.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.