CWM
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Congress Wealth Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Congress Wealth Management’s Portfolio ULST Stock Details ULST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.43M Sell
35,163
-15,051
-30% -$610K 0.01% 619
2025
Q1 		$2.04M Sell
50,214
-1,625
-3% -$65.8K 0.02% 489
2024
Q4 		$2.09M Buy
51,839
+792
+2% +$32.1K 0.03% 406
2024
Q3 		$2.08M Sell
51,047
-269,813
-84% -$11M 0.03% 420
2024
Q2 		$13M Sell
320,860
-15,979
-5% -$645K 0.21% 140
2024
Q1 		$13.6M Buy
336,839
+1,608
+0.5% +$65K 0.24% 129
2023
Q4 		$13.5M Buy
335,231
+3,180
+1% +$128K 0.25% 115
2023
Q3 		$13.4M Buy
+332,051
New +$13.4M 0.28% 95
2022
Q3 		– Sell
-6,134
Closed -$244K – 568
2022
Q2 		$244K Buy
+6,134
New +$245K 0.01% 505

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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AC
Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return