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PW Nova Financial Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

PW Nova Financial Services’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 		$897K Buy
+8,317
New +$862K 0.19% 104
2026
Q1 		– Hold
0
– – – 111

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HCM
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LPL Financial
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Wells Fargo
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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

PW Nova Financial Services's CWB Position: Q2 2026 in Review

PW Nova Financial Services opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 8,317 shares worth $897K. The stake represents 0.19% of the portfolio and ranks #104 among its holdings.

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

  • PW Nova Financial Services held 8,317 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $897K as of Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new PW Nova Financial Services position in Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.19% of PW Nova Financial Services's portfolio in Q2 2026, its #104 holding.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.