FundX Investment Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

FundX Investment Group’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
2021 Q4	–	Sell	-5,086	Closed	-$434K	–	46
2021 Q3	$434K	Sell	5,086 -3,644	-42%	-$314K	0.21%	32
2021 Q2	$4.67M	Sell	8,730 -515,826	-98%	-$43.6M	0.48%	13
2021 Q1	$43.7M	Buy	524,556 +467,860	+825%	+$40.5M	24.68%	1
2020 Q4	$4.69M	Buy	56,696 +53,187	+1,516%	+$4.01M	1.96%	13
2020 Q3	$242K	Sell	3,509 -5,768	-62%	-$383K	0.09%	33
2020 Q2	$561K	Buy	9,277 +301	+3%	+$16.5K	0.24%	27
2020 Q1	$430K	Buy	+8,976	New	+$488K	0.16%	27

Other funds holding CWB

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

HCM

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

FundX Investment Group's CWB Position: Q4 2021 in Review

FundX Investment Group sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2021, closing a stake of 5,086 shares — an estimated $434K sold.

FundX Investment Group first reported a position in CWB in Q1 2020 and held it in 7 quarters. The position peaked at $43.7M in Q1 2021. 520 funds tracked by Wall St. Rank hold CWB as of Q4 2021.

FundX Investment Group reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2021 after selling out during the quarter.
FundX Investment Group sold 5,086 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2021, an estimated $434K.
FundX Investment Group first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2020 and held it in 7 quarters.
FundX Investment Group's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $43.7M in Q1 2021.
520 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.