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Aptus Capital Advisors’s Calamos CEF Income & Arbitrage ETF CCEF Stock Holding History

Aptus Capital Advisors’s Portfolio CCEF Stock Details CCEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3K Hold
400
– – ﹤0.01% 1471
2025
Q4 		$11.5K Hold
400
– – ﹤0.01% 1477
2025
Q3 		$11.6K Buy
+400
New +$11.4K ﹤0.01% 1417

Other funds holding CCEF

BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $166M AUM 20.37% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $140M AUM

Aptus Capital Advisors's CCEF Position: Q1 2026 in Review

Aptus Capital Advisors held its Calamos CEF Income & Arbitrage ETF (CCEF) position steady in Q1 2026 at 400 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Aptus Capital Advisors first reported a position in CCEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q3 2025. 23 funds tracked by Wall St. Rank hold CCEF as of Q1 2026.

  • Aptus Capital Advisors held 400 shares of Calamos CEF Income & Arbitrage ETF worth $11.3K as of Q1 2026.
  • Aptus Capital Advisors left its Calamos CEF Income & Arbitrage ETF share count unchanged in Q1 2026.
  • Calamos CEF Income & Arbitrage ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1471 holding.
  • Aptus Capital Advisors first reported a position in Calamos CEF Income & Arbitrage ETF in Q3 2025 and has held it in 3 quarters since.
  • Aptus Capital Advisors's Calamos CEF Income & Arbitrage ETF position peaked at $11.6K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Calamos CEF Income & Arbitrage ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.