AF
CVRT icon

Advisornet Financial’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Advisornet Financial’s Portfolio CVRT Stock Details CVRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,270
Closed -$46.1K – 2271
2025
Q3 		$46.1K Hold
1,270
– – ﹤0.01% 1047
2025
Q2 		$40.7K Sell
1,270
-1,786
-58% -$53.1K ﹤0.01% 1064
2025
Q1 		$87.4K Hold
3,056
– – 0.01% 770
2024
Q4 		$91.7K Hold
3,056
– – 0.01% 712
2024
Q3 		$87.1K Buy
3,056
+1,050
+52% +$28.7K 0.01% 738
2024
Q2 		$54.4K Hold
2,006
– – ﹤0.01% 797
2024
Q1 		$55.8K Buy
+2,006
New +$53.7K 0.01% 775

Other funds holding CVRT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Advisornet Financial's CVRT Position: Q4 2025 in Review

Advisornet Financial sold out of Calamos Convertible Equity Alternative ETF (CVRT) in Q4 2025, closing a stake of 1,270 shares — an estimated $46.1K sold.

Advisornet Financial first reported a position in CVRT in Q1 2024 and held it in 7 quarters. The position peaked at $91.7K in Q4 2024. 10 funds tracked by Wall St. Rank hold CVRT as of Q4 2025.

  • Advisornet Financial reported no remaining Calamos Convertible Equity Alternative ETF position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 1,270 Calamos Convertible Equity Alternative ETF shares in Q4 2025, an estimated $46.1K.
  • Advisornet Financial first reported a position in Calamos Convertible Equity Alternative ETF in Q1 2024 and held it in 7 quarters.
  • Advisornet Financial's Calamos Convertible Equity Alternative ETF position peaked at $91.7K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.