Park Square Financial Group’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,111	Closed	-$86.5K	–	986
2024 Q4	$86.5K	Buy	+1,111	New	+$86.5K	0.06%	201