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SPDR Barclays Capital Convertible SecETF shares owned by Client First Investment Management

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Client First Investment Management from 13F filings

Historical chart of Client First Investment Management 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 Client First Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Client First Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $578k 6.4k 90.50

More positions owned by Client First Investment Management

Series Portfolios Tr Adaptiv Select (ADPV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Proshares Tr Pshs Ult Semicdt (USD)
Proshares Tr Pshs Ult S&p 500 (SSO)
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT)
Proshares Tr Pshs Ultruss2000 (UWM)
Investment Managers Ser Tr I Tradr 2x Long In (TARK)
Proshares Tr Ult Ftse Chin 50 (XPP)
Roundhill Etf Trust Daily 2x Long Ma (MAGX)
Direxion Shs Etf Tr Daily Jr Gld Min (JNUG)
Procure Etf Trust Ii Space Etf (UFO)
Proshares Tr Ultra 20yr Tre (UBT)
Microsoft Corporation (MSFT)
Direxion Shs Etf Tr Daily Avgo Bull (AVL)
Direxion Shs Etf Tr Dly Aapl Bull 2x (AAPU)

View all positions for Client First Investment Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Goldman Sachs Group
Wright Fund Managment

View all funds holding SPDR Barclays Capital Convertible SecETF