Wealth Preservation Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-800	Closed	-$73.2K	–	292
2026 Q1	$73.2K	Hold	800	–	–	0.06%	129
2025 Q4	$71.4K	Hold	800	–	–	0.04%	169
2025 Q3	$72.4K	Hold	800	–	–	0.04%	159
2025 Q2	$66.1K	Hold	800	–	–	0.04%	166
2025 Q1	$61.3K	Buy	+800	New	+$63.2K	0.04%	162

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Preservation Advisors's CWB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026, closing a stake of 800 shares — an estimated $73.2K sold.

Wealth Preservation Advisors first reported a position in CWB in Q1 2025 and held it in 5 quarters. The position peaked at $73.2K in Q1 2026. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Wealth Preservation Advisors reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 800 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $73.2K.
Wealth Preservation Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $73.2K in Q1 2026.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.