Elevation Capital Advisory’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Elevation Capital Advisory’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	$6.09M	Buy
2025 Q2	$3.11M	Buy
2025 Q1	–	Sell
2024 Q4	$5.54M	Buy
2021 Q2	$260K	Buy