Advyzon Investment Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Advyzon Investment Management’s Portfolio CWB Stock Details CWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$783K	Buy
2025 Q2	$309K	Buy
2025 Q1	–	Sell
2024 Q4	$721K	Buy