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Lake Hills Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Lake Hills Wealth Management’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
Q3 		– Sell
-24,072
Closed -$2.6M – 66
2026
Q2 		$2.6M Buy
+24,072
New +$2.5M 1.18% 24

Other funds holding CWB

PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Lake Hills Wealth Management's CWB Position: Q3 2026 in Review

Lake Hills Wealth Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2026, closing a stake of 24,072 shares — an estimated $2.6M sold.

Lake Hills Wealth Management first reported a position in CWB in Q2 2026 and held it in 1 quarter. The position peaked at $2.6M in Q2 2026. 39 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • Lake Hills Wealth Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Lake Hills Wealth Management sold 24,072 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $2.6M.
  • Lake Hills Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2026 and held it in 1 quarter.
  • Lake Hills Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $2.6M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Lake Hills Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.