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SPDR Barclays Capital Convertible SecETF shares owned by PMG Wealth Management

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

Historical chart of PMG Wealth 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 PMG Wealth 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 PMG Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 2.1k 107.73

More positions owned by PMG Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Ishares Tr S&p 100 Etf (OEF)
Ab Active Etfs Disruptors Etf (FWD)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Pimco Etf Tr Multisector Bd (PYLD)
Global X Fds Us Infr Dev Etf (PAVE)
Ab Active Etfs Ultra Short Incm (YEAR)
Wisdomtree Tr Us Value Fd (WTV)

View all positions for PMG Wealth Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Envestnet Asset Management
Howard Capital Management
LPL Financial
Morgan Stanley
Wells Fargo & Company
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Bessemer
Delta Capital Management
Ameriprise Financial
Assetmark
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
Goodman Advisory Group

View all funds holding SPDR Barclays Capital Convertible SecETF