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

Bright Futures 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
2024
Q4 		– Sell
-2,822
Closed -$218K – 148
2024
Q3 		$218K Sell
2,822
-274
-9% -$20.1K 0.11% 202
2024
Q2 		$222K Sell
3,096
-30,458
-91% -$2.18M 0.12% 187
2024
Q1 		$2.42M Buy
+33,554
New +$2.4M 1.31% 19

Other funds holding CWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bright Futures Wealth Management's CWB Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2024, closing a stake of 2,822 shares — an estimated $218K sold.

Bright Futures Wealth Management first reported a position in CWB in Q1 2024 and held it in 3 quarters. The position peaked at $2.42M in Q1 2024. 519 funds tracked by Wall St. Rank hold CWB as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 2,822 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2024, an estimated $218K.
  • Bright Futures Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $2.42M in Q1 2024.
  • 519 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.