Unique Wealth Strategies’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Unique Wealth Strategies’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	$268K	Hold	2,487	–	–	0.1%	191
2026 Q2	$268K	Sell	2,487 -26	-1%	-$2.69K	0.1%	192
2026 Q1	$230K	Buy	2,513 +206	+9%	+$19.2K	0.09%	197
2025 Q4	$206K	Buy	+2,307	New	+$210K	0.08%	199
2024 Q3	–	Sell	-1,513	Closed	-$111K	–	322
2024 Q2	$111K	Buy	+1,513	New	+$108K	0.05%	203

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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

Unique Wealth Strategies's CWB Position: Q3 2026 in Review

Unique Wealth Strategies held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q3 2026 at 2,487 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #191.

Unique Wealth Strategies first reported a position in CWB in Q2 2024 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

Unique Wealth Strategies held 2,487 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $268K as of Q3 2026.
Unique Wealth Strategies left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q3 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.1% of Unique Wealth Strategies's portfolio in Q3 2026, its #191 holding.
Unique Wealth Strategies first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2024 and has held it in 5 quarters since.
46 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.