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 New York $1.21T AUM 78.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 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. 11 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.
11 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.