Financial Life Planners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Financial Life Planners’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 Q4	–	Sell	-62	Closed	-$5.59K	–	123
2025 Q3	$5.59K	Buy	+62	New	+$5.33K	﹤0.01%	273
2025 Q1	–	Sell	-61	Closed	-$4.75K	–	157
2024 Q4	$4.75K	Buy	+61	New	+$4.81K	﹤0.01%	295

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Life Planners's CWB Position: Q4 2025 in Review

Financial Life Planners sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2025, closing a stake of 62 shares — an estimated $5.59K sold.

Financial Life Planners first reported a position in CWB in Q4 2024 and held it in 2 quarters. The position peaked at $5.59K in Q3 2025. 508 funds tracked by Wall St. Rank hold CWB as of Q4 2025.

Financial Life Planners reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2025 after selling out during the quarter.
Financial Life Planners sold 62 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2025, an estimated $5.59K.
Financial Life Planners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2024 and held it in 2 quarters.
Financial Life Planners's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $5.59K in Q3 2025.
508 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.