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

LongView 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	$587K	Buy	5,799 +19	+0.3%	+$1.96K	0.14%	124
2026 Q2	$623K	Buy	5,780 +11	+0.2%	+$1.14K	0.16%	114
2026 Q1	$570K	Buy	5,769 +15	+0.3%	+$1.4K	0.14%	127
2025 Q4	$536K	Buy	5,754 +24	+0.4%	+$2.18K	0.13%	138
2025 Q3	$519K	Buy	5,730 +18	+0.3%	+$1.55K	0.14%	126
2025 Q2	$472K	Buy	5,712 +21	+0.4%	+$1.65K	0.14%	122
2025 Q1	$436K	Buy	5,691 +13	+0.2%	+$1.03K	0.13%	130
2024 Q4	$442K	Buy	5,678 +32	+0.6%	+$2.52K	0.13%	126
2024 Q3	$432K	Sell	5,646 -482	-8%	-$35.4K	0.14%	122
2024 Q2	$442K	Buy	6,128 +21	+0.3%	+$1.5K	0.16%	109
2024 Q1	$446K	Buy	6,107 +13	+0.2%	+$931	0.18%	112
2023 Q4	$433K	Buy	+6,094	New	+$414K	0.19%	104

Other funds holding CWB

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Finward Bancorp Munster, Indiana $136M AUM 15.85% 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

LongView Wealth Management's CWB Position: Q3 2026 in Review

LongView Wealth Management increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.33% in Q3 2026, buying an estimated $1.96K and bringing the position to 5,799 shares worth $587K. The position accounts for 0.14% of the portfolio, ranked #124.

LongView Wealth Management first reported a position in CWB in Q4 2023 and has held it in 12 quarters since. The position peaked at $623K in Q2 2026. 102 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

LongView Wealth Management held 5,799 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $587K as of Q3 2026.
LongView Wealth Management bought 19 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $1.96K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.14% of LongView Wealth Management's portfolio in Q3 2026, its #124 holding.
LongView Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $623K in Q2 2026.
102 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.