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SPDR Barclays Capital Convertible SecETF shares owned by FOCUS Wealth Advisors

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

Historical chart of FOCUS Wealth Advisors 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 FOCUS Wealth Advisors 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 FOCUS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 32k 76.59
2024-06-30 $2.4M 33k 72.06
2024-03-31 $2.4M 33k 73.04
2023-12-31 $2.3M 31k 72.15
2023-09-30 $2.1M 30k 67.80
2023-06-30 $2.1M 30k 69.95
2023-03-31 $2.1M 31k 67.07
2022-12-31 $2.0M 31k 64.34
2022-09-30 $2.0M 31k 63.31
2022-06-30 $2.0M 32k 64.55
2022-03-31 $2.4M 32k 76.96
2021-12-31 $2.6M 32k 82.95
2021-09-30 $2.6M 31k 85.36
2021-06-30 $2.7M 31k 86.73
2021-03-31 $2.7M 32k 84.34
2020-12-31 $2.7M 33k 82.78

More positions owned by FOCUS Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Trust GRWT100 PWR BF (NAPR)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Us Home Cons Etf (ITB)
Stellar Bancorp Ord (STEL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Select Divid Etf (DVY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Ser Tr S&p Metals Mng (XME)
Select Sector Spdr Tr Energy (XLE)

View all positions for FOCUS Wealth Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
Goldman Sachs Group
Morgan Stanley
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Wright Fund Managment
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding SPDR Barclays Capital Convertible SecETF