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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

WCM

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

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

LongView Wealth Management's CWB Position: Q2 2026 in Review

LongView Wealth Management increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.19% in Q2 2026, buying an estimated $1.14K and bringing the position to 5,780 shares worth $623K. The position accounts for 0.16% of the portfolio, ranked #114.

LongView Wealth Management first reported a position in CWB in Q4 2023 and has held it in 11 quarters since. 80 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

LongView Wealth Management held 5,780 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $623K as of Q2 2026.
LongView Wealth Management bought 11 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $1.14K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.16% of LongView Wealth Management's portfolio in Q2 2026, its #114 holding.
LongView Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2023 and has held it in 11 quarters since.
80 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.