Sarver Vrooman Wealth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Sarver Vrooman Wealth Advisors’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	$12.4K	Hold	116	–	–	0.01%	113
2026 Q1	$10.6K	Hold	116	–	–	0.01%	114
2025 Q4	$10.3K	Hold	116	–	–	0.01%	114
2025 Q3	$10.5K	Buy	116 +1	+0.9%	+$86	0.01%	113
2025 Q2	$9.55K	Hold	115	–	–	0.01%	110
2025 Q1	$8.84K	Buy	+115	New	+$9.09K	0.01%	110

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

Sarver Vrooman Wealth Advisors's CWB Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 116 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #113.

Sarver Vrooman Wealth Advisors first reported a position in CWB in Q1 2025 and has held it in 6 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Sarver Vrooman Wealth Advisors held 116 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $12.4K as of Q2 2026.
Sarver Vrooman Wealth Advisors left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Sarver Vrooman Wealth Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2025 and has held it in 6 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.