Independent Wealth Network Inc. CNRG — SPDR SER TR

Ownership history in Independent Wealth Network Inc.  ·  18 quarters on record

AI Ownership Summary

Independent Wealth Network Inc. reported SPDR SER TR (CNRG) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2023 Q4. The latest visible filing shows CNRG at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CNRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Wealth Network Inc.'s position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CNRG was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CNRG stock page Independent Wealth Network Inc. fund profile Independent Wealth Network Inc. full holdings
How Independent Wealth Network Inc. held CNRG — position size vs. price
% of Fund (quarterly)    CNRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,297 -114 -2.1% 0.14% $478K 2026-04-21 $96.38
2025 Q4 ADDED — — — 5,411 +2 +0.0% 0.15% $484K 2026-01-26 $98.97
2025 Q3 REDUCED — — — 5,409 -72 -1.3% 0.15% $455K 2025-10-15 $100.46
2025 Q2 REDUCED 5.7% +41.4% ❌ 5,481 -332 -5.7% 0.12% $326K 2025-07-16 $63.66
2025 Q1 REDUCED 7.1% +18.4% ❌ 5,813 -446 -7.1% 0.12% $293K 2025-05-02 $50.18
2024 Q4 REDUCED 13.0% -16.7% ✅ 6,259 -938 -13.0% 0.15% $379K 2025-01-17 $62.29
2024 Q3 REDUCED — — — 7,197 -330 -4.4% 0.21% $473K 2024-10-15 $60.15
2024 Q2 ADDED — — — 7,527 +708 +10.4% 0.21% $454K 2024-07-18 $62.43
2023 Q4 ADDED — — — 6,819 +3,029 +79.9% 0.26% $489K 2024-01-12 $62.35
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CNRG

As of 2026 Q1 — sorted by position size

Matthew Goff Investment Advisor, LLC 3Y 7Y 1.43% Opulen Financial Group LLC 0.46% NORTHBRIDGE FINANCIAL GROUP, LLC 0.24% WealthCare Investment Partners, LLC 3Y 0.19% BOS Asset Management, LLC 3Y 0.08% Great Diamond Partners, LLC 3Y 0.05% Sargent Investment Group, LLC 3Y 7Y 0.03% One Capital Management, LLC 3Y 7Y 0.02% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.02% Wilmington Savings Fund Society, FSB 3Y 7Y 0.01%

FAQ About Independent Wealth Network Inc. and CNRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Independent Wealth Network Inc. reported owning CNRG?

Independent Wealth Network Inc. reported CNRG across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CNRG position in Independent Wealth Network Inc.'s portfolio?

The largest reported portfolio weight for CNRG was 0.26% in 2023 Q4.

What is the latest reported CNRG position on this page?

The most recent filing on this page is 2026 Q1, when Independent Wealth Network Inc. reported 5,297 shares, equal to 0.14% of portfolio, with an estimated market value of $478K.

What does the chart on this CNRG ownership page compare?

The chart compares Independent Wealth Network Inc.'s quarterly CNRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Independent Wealth Network Inc. time their CNRG position?

Based on 13F filing dates vs. subsequent CNRG price moves, Independent Wealth Network Inc. correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on CNRG relative to SPY over the holding period was -11.7%.

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