Syverson Strege & Co’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-1,382	Closed	-$92.7K	–	196
2023 Q1	$92.7K	Hold	1,382	–	–	0.04%	93
2022 Q4	$88.9K	Hold	1,382	–	–	0.04%	99
2022 Q3	$87K	Hold	1,382	–	–	0.04%	95
2022 Q2	$89K	Hold	1,382	–	–	0.03%	105
2022 Q1	$106K	Hold	1,382	–	–	0.12%	90
2021 Q4	$115K	Hold	1,382	–	–	0.09%	91
2021 Q3	$118K	Hold	1,382	–	–	0.09%	92
2021 Q2	$120K	Hold	1,382	–	–	0.11%	86
2021 Q1	$115K	Hold	1,382	–	–	0.12%	82
2020 Q4	$114K	Buy	+1,382	New	+$104K	0.11%	79

Other funds holding CWB

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return