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

Mosley 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	$3.38M	Buy	31,376 +30,065	+2,293%	+$3.12M	1.08%	24
2026 Q1	$119K	Buy	+1,311	New	+$122K	0.05%	168

Other funds holding CWB

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RWA

River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Mosley Wealth Management increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 2,293% in Q2 2026, buying an estimated $3.12M and bringing the position to 31,376 shares worth $3.38M. The position accounts for 1.08% of the portfolio, ranked #24.

Mosley Wealth Management first reported a position in CWB in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Mosley Wealth Management held 31,376 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $3.38M as of Q2 2026.
Mosley Wealth Management bought 30,065 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $3.12M.
State Street SPDR Bloomberg Convertible Securities ETF made up 1.08% of Mosley Wealth Management's portfolio in Q2 2026, its #24 holding.
Mosley Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2026 and has held it in 2 quarters since.
348 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.