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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
2024-03-31 $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)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Stellar Bancorp Ord (STEL)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Ser Tr S&p Metals Mng (XME)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr Select Divid Etf (DVY)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)
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
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
UBS Group
Wright Fund Managment
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF