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icono de CVRT

Calamos Convertible Equity Alternative ETF
CVRT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CFIM
1
Client First Investment Management
Wisconsin
USD 3.19 M +USD 3.07 M +62,004 Nuevas
Truist Financial
2
Truist Financial
North Carolina
USD 2.79 M +USD 316 k +6,391 +13%
Osaic Holdings
3
Osaic Holdings
Arizona
USD 1.42 M +USD 266 k +5,364 +24%
Jane Street
4
Jane Street
New York
USD 843 k -USD 896 k -18,096 -52%
RIA
5
Realta Investment Advisors
Delaware
USD 841 k +USD 572 k +11,550 +241%
IFP Advisors
6
IFP Advisors
Florida
USD 796 k -USD 1.19 k -24 -0.2%
Kestra Advisory Services
7
Kestra Advisory Services
Texas
USD 632 k -USD 46.1 k -932 -7%
LSWP
8
Liberty Square Wealth Partners
Pennsylvania
USD 617 k – – –
GFG
9
Grantvest Financial Group
New Jersey
USD 576 k +USD 146 k +2,955 +36%
Centaurus Financial
10
Centaurus Financial
California
USD 552 k +USD 532 k +10,742 Nuevas
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 448 k +USD 4.16 k +84 +1%
Brookstone Capital Management
12
Brookstone Capital Management
Illinois
USD 297 k +USD 286 k +5,782 Nuevas
APW
13
Aurora Private Wealth
New Jersey
USD 272 k +USD 1.34 k +27 +0.5%
Steward Partners Investment Advisory
14
Steward Partners Investment Advisory
New York
USD 245 k +USD 236 k +4,772 Nuevas
LPL Financial
15
LPL Financial
California
USD 207 k +USD 199 k +4,023 Nuevas
Huntington National Bank
16
Huntington National Bank
Ohio
USD 107 k – – –
Capital Investment Advisory Services
17
Capital Investment Advisory Services
North Carolina
USD 29.8 k +USD 28.7 k +580 Nuevas
NBC Securities
18
NBC Securities
Alabama
USD 10.3 k – – –
UBS Group
19
UBS Group
Switzerland
USD 360 +USD 346 +7 Nuevas
Advisory Services Network
20
Advisory Services Network
Georgia
– -USD 74.4 k -1,789 Cerradas