Founders Financial Alliance’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Founders Financial Alliance’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	–	Sell	-125	Closed	-$11.4K	–	789
2026 Q1	$11.4K	Buy	125 +98	+363%	+$9.15K	﹤0.01%	621
2025 Q4	$2.41K	Sell	27 -130	-83%	-$11.8K	﹤0.01%	575
2025 Q3	$14.2K	Buy	157 +65	+71%	+$5.59K	﹤0.01%	586
2025 Q2	$7.61K	Sell	92 -4	-4%	-$314	﹤0.01%	475
2025 Q1	$7.36K	Hold	96	–	–	﹤0.01%	542
2024 Q4	$7.46K	Buy	96 +1	+1%	+$79	﹤0.01%	498
2024 Q3	$7.28K	Hold	95	–	–	﹤0.01%	509
2024 Q2	$6.85K	Hold	95	–	–	﹤0.01%	494
2024 Q1	$6.94K	Hold	95	–	–	﹤0.01%	499
2023 Q4	$6.85K	Hold	95	–	–	﹤0.01%	451
2023 Q3	$6.44K	Hold	95	–	–	﹤0.01%	436
2023 Q2	$6.64K	Hold	95	–	–	﹤0.01%	463
2023 Q1	$6.3K	Hold	95	–	–	﹤0.01%	417
2022 Q4	$6.11K	Hold	95	–	–	﹤0.01%	441
2022 Q3	$6K	Hold	95	–	–	﹤0.01%	428
2022 Q2	$6K	Hold	95	–	–	﹤0.01%	452
2022 Q1	$7K	Hold	95	–	–	﹤0.01%	405
2021 Q4	$8K	Hold	95	–	–	﹤0.01%	441
2021 Q3	$8K	Hold	95	–	–	﹤0.01%	412
2021 Q2	$8K	Hold	95	–	–	﹤0.01%	435
2021 Q1	$8K	Hold	95	–	–	﹤0.01%	416
2020 Q4	$8K	Hold	95	–	–	﹤0.01%	375
2020 Q3	$7K	Buy	+95	New	+$6.3K	﹤0.01%	871

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Founders Financial Alliance's CWB Position: Q2 2026 in Review

Founders Financial Alliance sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026, closing a stake of 125 shares — an estimated $11.4K sold.

Founders Financial Alliance first reported a position in CWB in Q3 2020 and held it in 23 quarters. The position peaked at $14.2K in Q3 2025. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Founders Financial Alliance reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 125 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $11.4K.
Founders Financial Alliance first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2020 and held it in 23 quarters.
Founders Financial Alliance's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $14.2K in Q3 2025.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.