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Householder Group Estate & Retirement Specialist’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-281
Closed -$21K – 679
2024
Q3 		$21K Hold
281
– – 0.01% 670
2024
Q2 		$20K Buy
+281
New +$20.1K 0.01% 677

Other funds holding CWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CWB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2024, closing a stake of 281 shares — an estimated $21K sold.

Householder Group Estate & Retirement Specialist first reported a position in CWB in Q2 2024 and held it in 2 quarters. The position peaked at $21K in Q3 2024. 518 funds tracked by Wall St. Rank hold CWB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 281 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2024, an estimated $21K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $21K in Q3 2024.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.