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SPDR Bloomberg Convertible Securities ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 18,744 | $1.3M | $1.8M | $507,076.12 | 39.12% |
| JL Jeremiah Ludington Mainstay Capital Management LLC /ADV | 2,000 | $106,040 | $192,420 | $86,380 | 81.46% |
| AC Adam Claypool First Community Trust Na | 813 | $82,259 | $77,674.02 | -$4,584.98 | -5.57% |
| JJ Jeffrey Jacobus Bluefin Capital Management LLC | 189,114 | $16.05M | $18.19M | $2.14M | 13.36% |
| DFT Daniel F. Tortola, CFA BOSTON RESEARCH & MANAGEMENT Inc. | 2,009 | $216,611 | $193,868.5 | -$22,742.5 | -10.5% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 3,861 | $284,834.87 | $374,864.49 | $90,029.62 | 31.61% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 12,172 | $945,221.04 | $1.17M | $225,847.08 | 23.89% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 29,627 | $2.17M | $2.88M | $702,828.95 | 32.33% |
 Winthrop Advisory Group Winthrop Advisory Group LLC | 2,984 | $228,634.08 | $285,807.52 | $57,173.44 | 25.01% |
 Austin Private Wealth Austin Private Wealth LLC | 3,300 | $256,173.4 | $315,430.5 | $59,257.1 | 23.13% |
 SkyOak Wealth SkyOak Wealth LLC | 20,578 | $1.24M | $1.97M | $731,967.9 | 59.23% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 1,868 | $201,407.76 | $180,411.44 | -$20,996.32 | -10.42% |
| YA Yinka Akinsola Blue Trust Inc. | 1,608 | $164,014.56 | $154,705.68 | -$9,308.88 | -5.68% |
 Jeff Ameen Spire Wealth Management | 5,109 | $412,561.77 | $496,032.81 | $83,471.04 | 20.23% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 526,030 | $43.92M | $50.68M | $6.77M | 15.41% |
 Dipen Mehta Invst LLC | 3,164 | $341,142.48 | $302,288.56 | -$38,853.92 | -11.39% |
 Matthew Fong Seldon Capita LLP | 4,068 | $299,945.12 | $392,846.76 | $92,901.64 | 30.97% |
 Jason E. Archambault SK Wealth Management LLC | 8,361 | $658,259.87 | $806,084.01 | $147,824.14 | 22.46% |
 Ryan Sanford Elevation Capital Advisory LLC | 51,236 | $5.31M | $4.93M | -$387,288.36 | -7.29% |
 Richard Slavik Newbridge Financial Services Group Inc. | 39 | $2,952.95 | $3,752.19 | $799.24 | 27.07% |
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