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Capstone Wealth Management Group, Inc.’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$995K Buy
+9,228
New +$956K 0.6% 43

Other funds holding CWB

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Capstone Wealth Management Group, Inc.'s CWB Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 9,228 shares worth $995K. The stake represents 0.6% of the portfolio and ranks #43 among its holdings.

204 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 9,228 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $995K as of Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.6% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #43 holding.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.