Triumph Capital Management
CWB icon

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
Q3 		$14.5K Buy
143
+93
+186% +$9.6K ﹤0.01% 1084
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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Triumph Capital Management's CWB Position: Q3 2026 in Review

Triumph Capital Management increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 186% in Q3 2026, buying an estimated $9.6K and bringing the position to 143 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Triumph Capital Management first reported a position in CWB in Q4 2025 and has held it in 4 quarters since. 466 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • Triumph Capital Management held 143 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $14.5K as of Q3 2026.
  • Triumph Capital Management bought 93 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $9.6K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1084 holding.
  • Triumph Capital Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2025 and has held it in 4 quarters since.
  • 466 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.