FPAS
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Focus Partners Advisor Solutions’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Focus Partners Advisor Solutions’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 		– Sell
-4,025
Closed -$333K – 1165
2025
Q2 		$333K Sell
4,025
-267
-6% -$21K ﹤0.01% 814
2025
Q1 		$329K Sell
4,292
-169
-4% -$13.4K 0.01% 728
2024
Q4 		$348K Buy
4,461
+351
+9% +$27.7K 0.01% 566
2024
Q3 		$315K Sell
4,110
-125
-3% -$9.18K 0.01% 558
2024
Q2 		$305K Sell
4,235
-690
-14% -$49.4K 0.01% 481
2024
Q1 		$360K Sell
4,925
-759
-13% -$54.4K 0.01% 422
2023
Q4 		$410K Buy
+5,684
New +$386K 0.02% 280
2023
Q3 		– Sell
-2,919
Closed -$204K – 445
2023
Q2 		$204K Buy
+2,919
New +$196K 0.01% 360

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return