Opus Financial Solutions
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Opus Financial Solutions’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Opus Financial Solutions’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
Q3 		$232K Buy
+2,291
New +$236K 0.2% 94

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PNC Financial Services Group
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Goodman Advisory Group
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UBS Group
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Bank of Montreal
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Deutsche Bank
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Cambridge Investment Research Advisors
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Opus Financial Solutions's CWB Position: Q3 2026 in Review

Opus Financial Solutions opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2026: 2,291 shares worth $232K. The stake represents 0.2% of the portfolio and ranks #94 among its holdings.

368 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • Opus Financial Solutions held 2,291 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $232K as of Q3 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new Opus Financial Solutions position in Q3 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.2% of Opus Financial Solutions's portfolio in Q3 2026, its #94 holding.
  • 368 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Opus Financial Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.