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

Signal Advisors Wealth’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	$1.05M	Buy	10,363 +3,274	+46%	+$337K	0.05%	312
2026 Q2	$764K	Buy	7,089 +1,096	+18%	+$114K	0.04%	335
2026 Q1	$548K	Buy	5,993 +838	+16%	+$78.2K	0.04%	351
2025 Q4	$460K	Buy	5,155 +2,324	+82%	+$211K	0.04%	326
2025 Q3	$256K	Buy	+2,831	New	+$244K	0.02%	393

Other funds holding CWB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Signal Advisors Wealth's CWB Position: Q3 2026 in Review

Signal Advisors Wealth increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 46% in Q3 2026, buying an estimated $337K and bringing the position to 10,363 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #312.

Signal Advisors Wealth first reported a position in CWB in Q3 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

Signal Advisors Wealth held 10,363 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.05M as of Q3 2026.
Signal Advisors Wealth bought 3,274 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $337K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.05% of Signal Advisors Wealth's portfolio in Q3 2026, its #312 holding.
Signal Advisors Wealth first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2025 and has held it in 5 quarters since.
45 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Signal Advisors Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.