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

MorganRosel 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	$216K	Buy	+2,000	New	+$207K	0.07%	102
2025 Q3	–	Sell	-2,000	Closed	-$165K	–	170
2025 Q2	$165K	Hold	2,000	–	–	0.05%	116
2025 Q1	$153K	Buy	+2,000	New	+$158K	0.05%	110

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MorganRosel Wealth Management opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 2,000 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #102 among its holdings. This is a return to the name: MorganRosel Wealth Management previously reported a position in CWB as recently as Q2 2025.

MorganRosel Wealth Management first reported a position in CWB in Q1 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

MorganRosel Wealth Management held 2,000 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $216K as of Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF was a new MorganRosel Wealth Management position in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.07% of MorganRosel Wealth Management's portfolio in Q2 2026, its #102 holding.
MorganRosel Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2025 and has held it in 3 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.