PW Nova Financial Services
CWB icon

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
Q3 		$743K Sell
7,342
-975
-12% -$100K 0.15% 111
2026
Q2 		$897K Buy
+8,317
New +$862K 0.19% 104
2026
Q1 		– Hold
0
– – – 111

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New York Life Investment Management
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PW Nova Financial Services's CWB Position: Q3 2026 in Review

PW Nova Financial Services reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 12% in Q3 2026, selling an estimated $100K and leaving 7,342 shares worth $743K. The position accounts for 0.15% of the portfolio, ranked #111.

PW Nova Financial Services first reported a position in CWB in Q2 2026 and has held it in 2 quarters since. The position peaked at $897K in Q2 2026. 308 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • PW Nova Financial Services held 7,342 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $743K as of Q3 2026.
  • PW Nova Financial Services sold 975 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $100K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.15% of PW Nova Financial Services's portfolio in Q3 2026, its #111 holding.
  • PW Nova Financial Services first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2026 and has held it in 2 quarters since.
  • PW Nova Financial Services's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $897K in Q2 2026.
  • 308 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.