TCM
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Triumph Capital Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Triumph Capital Management’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 		$5.39K Sell
50
-100
-67% -$10.4K ﹤0.01% 1326
2026
Q1 		$13.7K Hold
150
– – ﹤0.01% 1009
2025
Q4 		$13.4K Buy
+150
New +$13.6K ﹤0.01% 985

Other funds holding CWB

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WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return

Triumph Capital Management's CWB Position: Q2 2026 in Review

Triumph Capital Management reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 67% in Q2 2026, selling an estimated $10.4K and leaving 50 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Triumph Capital Management first reported a position in CWB in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.7K in Q1 2026. 128 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Triumph Capital Management held 50 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $5.39K as of Q2 2026.
  • Triumph Capital Management sold 100 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $10.4K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1326 holding.
  • Triumph Capital Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $13.7K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.