Atticus Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$62.5K	Buy	756 +4	+0.5%	+$331	0.02%	293
2025 Q1	$57.6K	Buy	752 +2	+0.3%	+$153	0.02%	220
2024 Q4	$58.4K	Buy	750 +6	+0.8%	+$467	0.02%	229
2024 Q3	$57K	Buy	+744	New	+$57K	0.02%	230