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

BAM 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
2026 Q3	$338K	Buy	3,344 +1,361	+69%	+$140K	0.18%	140
2026 Q2	$214K	Sell	1,983 -218	-10%	-$22.6K	0.13%	162
2026 Q1	$201K	Buy	+2,201	New	+$205K	0.15%	157
2025 Q4	–	Sell	-2,402	Closed	-$217K	–	161
2025 Q3	$217K	Buy	+2,402	New	+$207K	0.17%	142

Other funds holding CWB

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BAM Wealth Management's CWB Position: Q3 2026 in Review

BAM Wealth Management increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 69% in Q3 2026, buying an estimated $140K and bringing the position to 3,344 shares worth $338K. The position accounts for 0.18% of the portfolio, ranked #140.

BAM Wealth Management first reported a position in CWB in Q3 2025 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

BAM Wealth Management held 3,344 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $338K as of Q3 2026.
BAM Wealth Management bought 1,361 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $140K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.18% of BAM Wealth Management's portfolio in Q3 2026, its #140 holding.
BAM Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2025 and has held it in 4 quarters since.
359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.