Future Financial Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Future Financial Wealth Management’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	-1,000	Closed	-$90.5K	–	189
2025 Q3	$90.5K	Hold	1,000	–	–	0.06%	182
2025 Q2	$82.7K	Hold	1,000	–	–	0.06%	183
2025 Q1	$76.6K	Hold	1,000	–	–	0.06%	188
2024 Q4	$77.9K	Hold	1,000	–	–	0.06%	191
2024 Q3	$76.6K	Buy	+1,000	New	+$73.5K	0.05%	202
2024 Q2	–	Sell	-1,000	Closed	-$73K	–	187
2024 Q1	$73K	Buy	+1,000	New	+$71.6K	0.06%	210
2022 Q2	–	Sell	-1,000	Closed	-$77K	–	197
2022 Q1	$77K	Hold	1,000	–	–	0.06%	218
2021 Q4	$83K	Buy	+1,000	New	+$85.7K	0.07%	211

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Future Financial Wealth Management's CWB Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2025, closing a stake of 1,000 shares — an estimated $90.5K sold.

Future Financial Wealth Management first reported a position in CWB in Q4 2021 and held it in 8 quarters. The position peaked at $90.5K in Q3 2025. 509 funds tracked by Wall St. Rank hold CWB as of Q4 2025.

Future Financial Wealth Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,000 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2025, an estimated $90.5K.
Future Financial Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $90.5K in Q3 2025.
509 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.