Financial Management Professionals
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Financial Management Professionals’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Financial Management Professionals’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 		– Sell
-430
Closed -$44.3K – 1046
2026
Q2 		$46.3K Buy
+430
New +$44.6K ﹤0.01% 298

Other funds holding CWB

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
William Mack & Associates
William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return

Financial Management Professionals's CWB Position: Q3 2026 in Review

Financial Management Professionals sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2026, closing a stake of 430 shares — an estimated $44.3K sold.

Financial Management Professionals first reported a position in CWB in Q2 2026 and held it in 1 quarter. The position peaked at $46.3K in Q2 2026. 203 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • Financial Management Professionals reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Financial Management Professionals sold 430 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $44.3K.
  • Financial Management Professionals first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2026 and held it in 1 quarter.
  • Financial Management Professionals's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $46.3K in Q2 2026.
  • 203 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.