HHM Wealth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

HHM Wealth Advisors’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	$21.5K	Hold	199	–	–	﹤0.01%	524
2026 Q1	$18.2K	Hold	199	–	–	﹤0.01%	530
2025 Q4	$17.8K	Hold	199	–	–	﹤0.01%	518
2025 Q3	$18K	Sell	199 -1,054	-84%	-$90.7K	﹤0.01%	532
2025 Q2	$104K	Buy	+1,253	New	+$98.4K	0.01%	274

Other funds holding CWB

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

WMA

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

HHM Wealth Advisors's CWB Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 199 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

HHM Wealth Advisors first reported a position in CWB in Q2 2025 and has held it in 5 quarters since. The position peaked at $104K in Q2 2025. 184 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

HHM Wealth Advisors held 199 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $21.5K as of Q2 2026.
HHM Wealth Advisors left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #524 holding.
HHM Wealth Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2025 and has held it in 5 quarters since.
HHM Wealth Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $104K in Q2 2025.
184 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.