CWB · Insider trading · 13F holders · Congress trades
Convertible Securities ETF (CWB)
Who is buying and selling CWB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 107
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 8
CWB at a glance
- No open-market insider purchases or sales of CWB were filed in the last 90 days.
- 107 13F filers hold CWB among their 50 largest positions, worth $840.0M combined. The biggest bets by portfolio weight are One Wealth Map LLC (17.8%), Goodman Advisory Group, LLC (13.0%) and Florin Court Capital LLP (9.6%). In their latest 13Fs, 2 managers opened a new position and 16 added to one.
- Members of Congress have disclosed 9 CWB trades since 2019, 5 purchases and 3 sales in the past year; the latest was K. Michael Conaway (R-TX), buying $50K–100K on Aug 10, 2020.
- CWB last closed at $95.19 on Oct 30, 2026.
CWB insider trading
No open-market insider purchases or sales of CWB were filed in the last 90 days.
Who owns CWB? Hedge funds and superinvestors
107 13F filers hold CWB among their 50 largest positions, worth $840.0M combined. The biggest bets by portfolio weight are One Wealth Map LLC (17.8%), Goodman Advisory Group, LLC (13.0%) and Florin Court Capital LLP (9.6%). In their latest 13Fs, 2 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Howard Capital Management, LLCWealth manager | 2.5% | $204.4M | 2,020,000 | +1.3% shares | Q3 2026 |
| Goodman Advisory Group, LLCWealth manager | 13.0% | $56.7M | 526,030 | +0.6% shares | Q2 2026 |
| One Wealth Map LLCWealth manager | 17.8% | $38.2M | 388,508 | +4.6% shares | Q2 2026 |
| Potomac Fund Management Inc /advAsset manager | 0.7% | $27.7M | 257,100 | — | Q2 2026 |
| River Wealth Advisors LLCWealth manager | 2.7% | $25.7M | 238,819 | +0.7% shares | Q2 2026 |
| Wealth Watch Advisors, INCWealth manager | 7.2% | $22.2M | 206,138 | — | Q2 2026 |
| Estate Counselors, LLCMutual fund manager | 1.9% | $22.2M | 205,995 | -10.5% shares | Q2 2026 |
| DV Trading LLCInvestment manager | 1.7% | $20.0M | 185,314 | — | Q2 2026 |
| Advyzon Investment Management, LLCInstitutional asset manager | 1.3% | $18.3M | 170,089 | +51.4% shares | Q2 2026 |
| XML Financial, LLCWealth manager | 1.3% | $18.2M | 180,048 | -0.8% shares | Q3 2026 |
| Waldron Private Wealth LLCWealth manager | 0.6% | $18.0M | 167,023 | -7.5% shares | Q2 2026 |
| Lifestyle Asset Management, Inc.Wealth manager | 3.5% | $14.5M | 143,524 | +4.0% shares | Q3 2026 |
| Aegis Wealth Management, Inc.Wealth manager | 7.9% | $13.4M | 131,985 | +8.3% shares | Q3 2026 |
| Financial & Tax Architects, LLCWealth manager | 2.4% | $11.9M | 117,407 | +9.5% shares | Q3 2026 |
| Paulson Wealth Management Inc.Wealth manager | 2.3% | $10.7M | 99,629 | -0.7% shares | Q2 2026 |
| William Mack & Associates, Inc.Wealth manager | 3.2% | $10.3M | 101,851 | -14.9% shares | Q3 2026 |
| Strategic Investment Advisors / MIWealth manager | 0.6% | $10.1M | 93,235 | -11.9% shares | Q2 2026 |
| NTV Asset Management LLCWealth manager | 0.9% | $9.6M | 94,433 | -3.3% shares | Q3 2026 |
| Anderson Financial Strategies, LLCInstitutional asset manager | 4.9% | $9.5M | 91,417 | -5.2% shares | Q2 2026 |
| Paladin Partners, LLCWealth manager | 5.6% | $9.2M | 90,673 | +2.6% shares | Q3 2026 |
| Advisors Preferred, LLCMutual fund manager | 1.3% | $8.7M | 83,103 | -33.6% shares | Q2 2026 |
| Spectrum Wealth Advisory Group, LLCWealth manager | 2.3% | $8.2M | 80,903 | +183.1% shares | Q3 2026 |
| Windsor Capital Management, LLCWealth manager | 2.1% | $8.2M | 80,693 | -0.1% shares | Q3 2026 |
| Win Advisors, IncWealth manager | 2.9% | $8.1M | 74,914 | -22.4% shares | Q2 2026 |
| Arkos Global AdvisorsWealth manager | 0.9% | $7.8M | 72,474 | -1.4% shares | Q2 2026 |
| J. M. Brown & Associates Inc.Wealth manager | 4.3% | $7.5M | 69,628 | — | Q2 2026 |
| Riggs Asset Managment Co. Inc.Investment manager | 1.3% | $7.4M | 68,917 | +1.2% shares | Q2 2026 |
| Petix & Botte CoWealth manager | 1.5% | $7.4M | 68,652 | +93.1% shares | Q2 2026 |
| Sykon Capital LLCWealth manager | 2.3% | $7.4M | 68,474 | +157.8% shares | Q2 2026 |
| Discipline Wealth Solutions, LLCWealth manager | 0.6% | $7.3M | 72,628 | -0.2% shares | Q3 2026 |
The 30 largest of 107 positions, by value. Each manager counts with its latest 13F (Q3 2026: 53, Q2 2026: 52, Q1 2026: 2). Screen CWB in the grand portfolio →
CWB stock trades by members of Congress
Members of Congress have disclosed 9 CWB trades since 2019, 5 purchases and 3 sales in the past year; the latest was K. Michael Conaway (R-TX), buying $50K–100K on Aug 10, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 8, 2020 | K. Michael ConawayR-TX · House | Buy | $50K–100K | Aug 10, 2020 | +45.5% |
| Feb 7, 2020 | K. Michael ConawayR-TX · House | Sale | $50K–100K | Dec 10, 2019 | +74.9% |
| Feb 7, 2020 | K. Michael ConawayR-TX · House | Sale | $50K–100K | Dec 3, 2019 | +75.7% |
| Feb 7, 2020 | K. Michael ConawayR-TX · House | Sale | $15K–50K | Dec 3, 2019 | +75.7% |
| Nov 12, 2019 | K. Michael ConawayR-TX · House | Buy | $1K–15K | Oct 10, 2019 | +82.6% |
| Sep 17, 2019 | K. Michael ConawayR-TX · House | Buy | $50K–100K | Aug 14, 2019 | +83.3% |
| Sep 17, 2019 | K. Michael ConawayR-TX · House | Buy | $15K–50K | Aug 6, 2019 | +82.8% |
| Sep 17, 2019 | K. Michael ConawayR-TX · House | Buy | $1K–15K | Aug 6, 2019 | +82.8% |
| Aug 5, 2019 | K. Michael ConawayR-TX · House | Buy | $50K–100K | Jul 24, 2019 | +75.7% |
CWB questions and answers
Are insiders buying CWB stock?
No open-market insider purchases or sales of CWB were filed in the last 90 days.
Which hedge funds own CWB?
107 13F filers hold CWB among their 50 largest positions, worth $840.0M combined. The biggest bets by portfolio weight are One Wealth Map LLC (17.8%), Goodman Advisory Group, LLC (13.0%) and Florin Court Capital LLP (9.6%). In their latest 13Fs, 2 managers opened a new position and 16 added to one.
Has Congress traded CWB?
Members of Congress have disclosed 9 CWB trades since 2019, 5 purchases and 3 sales in the past year; the latest was K. Michael Conaway (R-TX), buying $50K–100K on Aug 10, 2020.
Who is the largest holder of CWB?
Among 13F filers, Howard Capital Management, LLC reports the largest CWB position, $204.4M (2,020,000 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is One Wealth Map LLC's: 17.8% of its portfolio.
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