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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SPDR BLOOMBERG CONVERTIBLE S

AE Wealth Management LLC holds 20,371 shares of CWB (SPDR BLOOMBERG CONVERTIBLE S), worth $2.2M as of 2026-Q2. The position was increased (+60.7% shares). CWB represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$2.2M

Current Shares

20,371

Total Value Change

+$1M

Total Shares Change

+5,337

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
20,371
+60.7%
$2.2M0.0%$107.73
37
2026-Q1
Decreased
12,678
-25.3%
$1.2M0.0%$90.91
0
2025-Q4
Decreased
16,968
-22.4%
$1.5M0.0%$88.39
0
2025-Q3
Increased
21,857
+65.9%
$2M0.0%$89.17
38
2025-Q2
Decreased
13,175
-53.1%
$1.1M0.0%$81.10
0
2025-Q1
Increased
28,092
+49.8%
$2.2M0.0%$74.80
36
2024-Q4
Increased
18,752
+24.7%
$1.5M0.0%$75.80
31
2024-Q3
Decreased
15,034
-3.0%
$1.2M0.0%$73.97
0

Other major holders of CWB: Steward Partners Investment Advisory, LLC, JANE STREET GROUP, LLC, BANK OF AMERICA CORP /DE/, US BANCORP \DE\

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