Wealth Enhancement Advisory Services
CWB icon

Wealth Enhancement Advisory Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Wealth Enhancement Advisory Services’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 		$18.3M Buy
173,886
+17,511
+11% +$1.81M 0.03% 466
2026
Q1 		$14.6M Sell
156,375
-82,544
-35% -$7.71M 0.03% 483
2025
Q4 		$22.1M Buy
238,919
+21,054
+10% +$1.91M 0.03% 453
2025
Q3 		$20M Buy
217,865
+12,758
+6% +$1.1M 0.03% 451
2025
Q2 		$17M Buy
205,107
+61,779
+43% +$4.85M 0.03% 469
2025
Q1 		$11M Sell
143,328
-77,638
-35% -$6.13M 0.02% 553
2024
Q4 		$17.2M Sell
220,966
-920
-0.4% -$72.5K 0.03% 406
2024
Q3 		$17M Buy
221,886
+3,697
+2% +$272K 0.04% 383
2024
Q2 		$15.7M Buy
218,189
+93,832
+75% +$6.72M 0.04% 378
2024
Q1 		$9.08M Sell
124,357
-31,052
-20% -$2.22M 0.02% 505
2023
Q4 		$11.2M Sell
155,409
-144,064
-48% -$9.78M 0.03% 407
2023
Q3 		$20.3M Buy
+299,473
New +$20.9M 0.07% 277

Other funds holding CWB

WMA
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WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return