Aveo Capital Partners »

SPDR Barclays Capital Convertible SecETF shares owned by Aveo Capital Partners

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Aveo Capital Partners from 13F filings

Historical chart of Aveo Capital Partners investment in SPDR Barclays Capital Convertible SecETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Convertible SecETF held by Aveo Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Aveo Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 51k 76.59
2022-12-31 $564k 8.8k 64.34
2022-09-30 $2.4M 38k 63.29
2017-06-30 $1.7M 35k 49.62

More positions owned by Aveo Capital Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Proshares Tr Pshs Ultra Qqq (QLD)
Ishares Tr Broad Usd High (USHY)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Aveo Capital Partners

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Bank of America Corporation
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
Assetmark
LPL Financial
Bessemer
Wells Fargo & Company
Delta Capital Management
Ameriprise Financial
Wright Fund Managment
Pnc Financial Services
New York Life Investment Management
Allianz Asset Management

View all funds holding SPDR Barclays Capital Convertible SecETF