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Accel Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Accel Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,326
Closed -$607K – 938
2021
Q4 		$607K Buy
+7,326
New +$627K 0.3% 70

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accel Wealth Management's CWB Position: Q1 2022 in Review

Accel Wealth Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2022, closing a stake of 7,326 shares — an estimated $607K sold.

Accel Wealth Management first reported a position in CWB in Q4 2021 and held it in 1 quarter. The position peaked at $607K in Q4 2021. 486 funds tracked by Wall St. Rank hold CWB as of Q1 2022.

  • Accel Wealth Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Accel Wealth Management sold 7,326 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2022, an estimated $607K.
  • Accel Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2021 and held it in 1 quarter.
  • Accel Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $607K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2022.

Based on Accel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.