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SPDR Bloomberg Convertible Securities ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 23,946 | $1.78M | $2.48M | $698,869.7 | 39.31% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,460 | $109,551.56 | $150,993.2 | $41,441.64 | 37.83% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,544 | $305,430.56 | $365,032 | $59,601.44 | 19.51% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 30,188 | $1.82M | $3.12M | $1.3M | 71.31% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 14,499 | $1.24M | $1.5M | $261,589.44 | 21.13% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 7,645 | $500,426.21 | $790,454.77 | $290,028.56 | 57.96% |
| RC Robert Chess L.M. Kohn & Company | 12,558 | $925,814.2 | $1.3M | $372,934.16 | 40.28% |
| SS Sarah Saadeh CHESAPEAKE CAPITAL Corp. /IL/ | 31,997 | $2.59M | $3.31M | $717,868.96 | 27.71% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 16,964 | $1.11M | $1.77M | $659,436.2 | 59.56% |
 Winthrop Advisory Group Winthrop Advisory Group LLC | 2,984 | $228,634.08 | $302,846.16 | $74,212.08 | 32.46% |
 Austin Private Wealth Austin Private Wealth LLC | 3,300 | $256,173.4 | $339,735 | $83,561.6 | 32.62% |
 SkyOak Wealth SkyOak Wealth LLC | 20,756 | $1.25M | $2.14M | $891,044.96 | 71.52% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 1,868 | $201,407.76 | $192,310.6 | -$9,097.16 | -4.52% |
| YA Yinka Akinsola Blue Trust Inc. | 300 | $22,986 | $30,843 | $7,857 | 34.18% |
 Jeff Ameen Spire Wealth Management | 5,103 | $411,914.85 | $531,426.42 | $119,511.57 | 29.01% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 2,423 | $161,701.04 | $249,108.63 | $87,407.59 | 54.06% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 522,882 | $43.58M | $53.76M | $10.18M | 23.36% |
 Matthew Fong Seldon Capita LLP | 4,068 | $299,945.12 | $418,231.08 | $118,285.96 | 39.44% |
 Jason E. Archambault SK Wealth Management LLC | 9,507 | $748,484.22 | $977,414.67 | $228,930.45 | 30.59% |
| RS Ryan Sanford Elevation Capital Advisory LLC | 12,191 | $1.1M | $1.25M | $150,071.21 | 13.6% |
