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Calamos Conv Eqty ALT ETF (CVRT)

CUSIP: 12811T308 | NYSE | 32 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC117,500
0.0% of portfolio›$5.4M
Truist Financial Corp55,455
0.0% of portfolio›$2.6M
IFP Advisors, Inc15,519
0.0% of portfolio›$719.7K
Grantvest Financial Group LLC11,967
0.3% of portfolio›$555.0K
Kestra Advisory Services, LLC10,520
0.0% of portfolio›$487.8K
Realta Investment Advisors10,200
0.1% of portfolio›$473.0K
Brookstone Capital Management5,361
0.0% of portfolio›$248.6K
Aurora Private Wealth, Inc.5,298
0.3% of portfolio›$246.0K
LPL Financial LLC4,640
0.0% of portfolio›$215.2K
Wealth Enhancement Trust Services, Inc.948
0.0% of portfolio›$44.0K
Capital Investment Advisory Services, LLC580
0.0% of portfolio›$26.9K
Lanark Financial, Inc.200
0.0% of portfolio›$9.3K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
117,500$5.4M0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
55,455$2.6M0.0%CoreLowCharlotte, NC2026-10-30
IFP Advisors, Inc
15,519$719.7K0.0%CoreLowTampa, FL2026-10-16
Grantvest Financial Group LLC
11,967$555.0K0.3%ETFLowMatawan, NJ2026-10-21
Kestra Advisory Services, LLC
10,520$487.8K0.0%IndexLowAustin, TX2026-11-02
Realta Investment Advisors
10,200$473.0K0.1%GrowthMediumWilmington, DE2026-10-14
Brookstone Capital Management
5,361$248.6K0.0%ETFMediumWheaton, IL2026-10-22
Aurora Private Wealth, Inc.
5,298$246.0K0.3%ETFLowRockaway, NJ2026-10-20
LPL Financial LLC
4,640$215.2K0.0%IndexVery LowFort Mill, SC2026-11-06
Wealth Enhancement Trust Services, Inc.
948$44.0K0.0%GrowthMediumSioux Falls, SD2026-10-07
Capital Investment Advisory Services, LLC
580$26.9K0.0%CoreMediumRaleigh, NC2026-10-30
Lanark Financial, Inc.
200$9.3K0.0%CoreMediumBirmingham, AL2026-10-26