Aurora Private Wealth’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Aurora Private Wealth’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
2026 Q3	$246K	Buy	5,298 +17	+0.3%	+$812	0.16%	143
2026 Q2	$272K	Buy	5,281 +27	+0.5%	+$1.34K	0.17%	132
2026 Q1	$200K	Hold	5,254	–	–	0.14%	163
2025 Q4	$200K	Buy	+5,254	New	+$199K	0.13%	159
2025 Q1	–	Sell	-8,543	Closed	-$256K	–	154
2024 Q4	$256K	Buy	+8,543	New	+$259K	0.19%	121

Other funds holding CVRT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Aurora Private Wealth's CVRT Position: Q3 2026 in Review

Aurora Private Wealth increased its Calamos Convertible Equity Alternative ETF (CVRT) stake by 0.32% in Q3 2026, buying an estimated $812 and bringing the position to 5,298 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #143.

Aurora Private Wealth first reported a position in CVRT in Q4 2024 and has held it in 5 quarters since. The position peaked at $272K in Q2 2026. 10 funds tracked by Wall St. Rank hold CVRT as of Q3 2026.

Aurora Private Wealth held 5,298 shares of Calamos Convertible Equity Alternative ETF worth $246K as of Q3 2026.
Aurora Private Wealth bought 17 Calamos Convertible Equity Alternative ETF shares in Q3 2026, an estimated $812.
Calamos Convertible Equity Alternative ETF made up 0.16% of Aurora Private Wealth's portfolio in Q3 2026, its #143 holding.
Aurora Private Wealth first reported a position in Calamos Convertible Equity Alternative ETF in Q4 2024 and has held it in 5 quarters since.
Aurora Private Wealth's Calamos Convertible Equity Alternative ETF position peaked at $272K in Q2 2026.
10 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.