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 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

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

Signal Advisors Wealth's CWB Position: Q2 2026 in Review

Signal Advisors Wealth increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 18% in Q2 2026, buying an estimated $114K and bringing the position to 7,089 shares worth $764K. The position accounts for 0.04% of the portfolio, ranked #335.

Signal Advisors Wealth first reported a position in CWB in Q3 2025 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Signal Advisors Wealth held 7,089 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $764K as of Q2 2026.
Signal Advisors Wealth bought 1,096 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $114K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.04% of Signal Advisors Wealth's portfolio in Q2 2026, its #335 holding.
Signal Advisors Wealth first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2025 and has held it in 4 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.