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Oakmont Advisory Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Oakmont Advisory Group’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 		$1.5M Sell
13,869
-1,589
-10% -$165K 1.26% 13
2026
Q1 		$1.41M Buy
15,458
+1,860
+14% +$174K 1.44% 12
2025
Q4 		$1.21M Buy
+13,598
New +$1.24M 1.29% 17

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oakmont Advisory Group's CWB Position: Q2 2026 in Review

Oakmont Advisory Group reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 10% in Q2 2026, selling an estimated $165K and leaving 13,869 shares worth $1.5M. The position accounts for 1.26% of the portfolio, ranked #13.

Oakmont Advisory Group first reported a position in CWB in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Oakmont Advisory Group held 13,869 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.5M as of Q2 2026.
  • Oakmont Advisory Group sold 1,589 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $165K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 1.26% of Oakmont Advisory Group's portfolio in Q2 2026, its #13 holding.
  • Oakmont Advisory Group first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.