BOLTON SECURITIES CORPORATION’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

BOLTON SECURITIES CORPORATION’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	$348K	Buy	+3,440	New	+$355K	0.01%	706

Other funds holding CWB

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CWB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2026: 3,440 shares worth $348K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings.

389 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

BOLTON SECURITIES CORPORATION held 3,440 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $348K as of Q3 2026.
State Street SPDR Bloomberg Convertible Securities ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #706 holding.
389 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.