AAS
CVRT icon

Ameritas Advisory Services’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Ameritas Advisory Services’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
-4,817
Closed -$175K – 1179
2025
Q3 		$175K Buy
4,817
+7
+0.1% +$238 0.01% 651
2025
Q2 		$154K Buy
+4,810
New +$143K 0.01% 817

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EC
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Ameritas Advisory Services's CVRT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Calamos Convertible Equity Alternative ETF (CVRT) in Q4 2025, closing a stake of 4,817 shares — an estimated $175K sold.

Ameritas Advisory Services first reported a position in CVRT in Q2 2025 and held it in 2 quarters. The position peaked at $175K in Q3 2025. 10 funds tracked by Wall St. Rank hold CVRT as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Calamos Convertible Equity Alternative ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 4,817 Calamos Convertible Equity Alternative ETF shares in Q4 2025, an estimated $175K.
  • Ameritas Advisory Services first reported a position in Calamos Convertible Equity Alternative ETF in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Calamos Convertible Equity Alternative ETF position peaked at $175K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.