Beacon Pointe Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Beacon Pointe Advisors’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$318K	Buy
2025 Q2	$270K	Buy
2025 Q1	$250K	Sell
2024 Q4	$255K	Buy
2024 Q3	$251K	Sell
2024 Q2	$267K	Sell
2024 Q1	$429K	Buy