Principle Wealth Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Principle Wealth Partners’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	$368K	Hold	3,416	–	–	0.02%	295
2026 Q1	$313K	Hold	3,416	–	–	0.02%	309
2025 Q4	$305K	Hold	3,416	–	–	0.02%	315
2025 Q3	$309K	Hold	3,416	–	–	0.02%	307
2025 Q2	$282K	Hold	3,416	–	–	0.02%	316
2025 Q1	$262K	Hold	3,416	–	–	0.02%	308
2024 Q4	$266K	Sell	3,416 -174	-5%	-$13.7K	0.02%	299
2024 Q3	$275K	Hold	3,590	–	–	0.02%	296
2024 Q2	$259K	Hold	3,590	–	–	0.02%	292
2024 Q1	$262K	Hold	3,590	–	–	0.02%	301
2023 Q4	$259K	Hold	3,590	–	–	0.02%	292
2023 Q3	$243K	Sell	3,590 -540	-13%	-$37.6K	0.02%	287
2023 Q2	$289K	Hold	4,130	–	–	0.03%	267
2023 Q1	$277K	Hold	4,130	–	–	0.03%	269
2022 Q4	$266K	Buy	+4,130	New	+$269K	0.03%	270

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

Principle Wealth Partners's CWB Position: Q2 2026 in Review

Principle Wealth Partners held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 3,416 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #295.

Principle Wealth Partners first reported a position in CWB in Q4 2022 and has held it in 15 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Principle Wealth Partners held 3,416 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $368K as of Q2 2026.
Principle Wealth Partners left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #295 holding.
Principle Wealth Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2022 and has held it in 15 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.