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	–	203
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

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

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return