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Purpose Unlimited Inc’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Purpose Unlimited Inc’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 		$1.11M Buy
10,292
+3,289
+47% +$341K 0.04% 123
2026
Q1 		$640K Buy
7,003
+6,843
+4,277% +$639K 0.03% 146
2025
Q4 		$14.3K Buy
+160
New +$14.5K ﹤0.01% 286

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 22.9% 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

Purpose Unlimited Inc's CWB Position: Q2 2026 in Review

Purpose Unlimited Inc increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 47% in Q2 2026, buying an estimated $341K and bringing the position to 10,292 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #123.

Purpose Unlimited Inc first reported a position in CWB in Q4 2025 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Purpose Unlimited Inc held 10,292 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.11M as of Q2 2026.
  • Purpose Unlimited Inc bought 3,289 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $341K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.04% of Purpose Unlimited Inc's portfolio in Q2 2026, its #123 holding.
  • Purpose Unlimited Inc first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.