Networth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Networth Advisors’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	$7.12K	Buy	+66	New	+$6.84K	﹤0.01%	199

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Networth Advisors's CWB Position: Q2 2026 in Review

Networth Advisors opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 66 shares worth $7.12K. The stake represents ﹤0.01% of the portfolio and ranks #199 among its holdings.

324 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Networth Advisors held 66 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $7.12K as of Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF was a new Networth Advisors position in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #199 holding.
324 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.