Strategic Investment Solutions’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Strategic Investment 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
2026 Q2	$54.2K	Buy	503 +2	+0.4%	+$207	0.01%	256
2026 Q1	$45.8K	Buy	+501	New	+$46.8K	0.01%	268

Other funds holding CWB

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return