SAG
CWB icon

SageView Advisory Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

SageView Advisory Group’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
2025
Q4 		$79.1K Buy
+887
New +$80.6K ﹤0.01% 907
2024
Q2 		– Sell
-12,728
Closed -$456K – 576
2024
Q1 		$456K Buy
+12,728
New +$912K 0.02% 345
2023
Q4 		– Sell
-11,721
Closed -$795K – 672
2023
Q3 		$795K Sell
11,721
-956
-8% -$66.6K 0.05% 244
2023
Q2 		$887K Buy
12,677
+4,026
+47% +$271K 0.05% 243
2023
Q1 		$580K Sell
8,651
-1,419
-14% -$95K 0.04% 282
2022
Q4 		$648K Buy
+10,070
New +$656K 0.05% 206

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return