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Oxinas Partners Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Oxinas Partners 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
2026
Q2 		$323K Buy
3,000
+1
+0% +$104 0.13% 115
2026
Q1 		$275K Sell
2,999
-17
-0.6% -$1.59K 0.13% 118
2025
Q4 		$269K Sell
3,016
-23,004
-88% -$2.09M 0.13% 111
2025
Q3 		$2.35M Sell
26,020
-164
-0.6% -$14.1K 1.26% 19
2025
Q2 		$2.16M Buy
26,184
+22,758
+664% +$1.79M 1.11% 26
2025
Q1 		$263K Sell
3,426
-46,263
-93% -$3.65M 0.16% 103
2024
Q4 		$3.87M Buy
+49,689
New +$3.92M 2.27% 13
2022
Q2 		– Sell
-2,771
Closed -$213K – 104
2022
Q1 		$213K Sell
2,771
-19,930
-88% -$1.52M 0.13% 107
2021
Q4 		$1.88M Sell
22,701
-8,802
-28% -$754K 1.08% 25
2021
Q3 		$2.69M Buy
31,503
+18,231
+137% +$1.57M 1.56% 16
2021
Q2 		$1.15M Sell
13,272
-23,251
-64% -$1.96M 0.66% 47
2021
Q1 		$3.04M Sell
36,523
-5,242
-13% -$453K 1.94% 15
2020
Q4 		$3.46M Buy
+41,765
New +$3.15M 2.57% 11

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WCM
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BFG
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DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return