Buck Wealth Strategies’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Buck Wealth Strategies’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 Q2	$5.61K	Buy	+52	New	+$5.39K	﹤0.01%	707

Other funds holding CWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RWA

River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return

Buck Wealth Strategies's CWB Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 52 shares worth $5.61K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings.

382 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Buck Wealth Strategies held 52 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $5.61K as of Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF was a new Buck Wealth Strategies position in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #707 holding.
382 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.