Quest 10 Wealth Builders’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Quest 10 Wealth Builders’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	–	Sell	-25	Closed	-$2.29K	–	783
2026 Q1	$2.29K	Hold	25	–	–	﹤0.01%	626
2025 Q4	$2.23K	Hold	25	–	–	﹤0.01%	574
2025 Q3	$2.26K	Sell	25 -36	-59%	-$3.1K	﹤0.01%	603
2025 Q2	$5.04K	Sell	61 -33	-35%	-$2.59K	﹤0.01%	487
2025 Q1	$7.2K	Hold	94	–	–	0.01%	418
2024 Q4	$7.32K	Buy	+94	New	+$7.41K	0.01%	438

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

Quest 10 Wealth Builders's CWB Position: Q2 2026 in Review

Quest 10 Wealth Builders sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026, closing a stake of 25 shares — an estimated $2.29K sold.

Quest 10 Wealth Builders first reported a position in CWB in Q4 2024 and held it in 6 quarters. The position peaked at $7.32K in Q4 2024. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Quest 10 Wealth Builders reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
Quest 10 Wealth Builders sold 25 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $2.29K.
Quest 10 Wealth Builders first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2024 and held it in 6 quarters.
Quest 10 Wealth Builders's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $7.32K in Q4 2024.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.