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 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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $420M AUM 24.56% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Aurora Private Wealth's CVRT Position: Q2 2026 in Review

Aurora Private Wealth increased its Calamos Convertible Equity Alternative ETF (CVRT) stake by 0.51% in Q2 2026, buying an estimated $1.34K and bringing the position to 5,281 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #132.

Aurora Private Wealth first reported a position in CVRT in Q4 2024 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold CVRT as of Q2 2026.

Aurora Private Wealth held 5,281 shares of Calamos Convertible Equity Alternative ETF worth $272K as of Q2 2026.
Aurora Private Wealth bought 27 Calamos Convertible Equity Alternative ETF shares in Q2 2026, an estimated $1.34K.
Calamos Convertible Equity Alternative ETF made up 0.17% of Aurora Private Wealth's portfolio in Q2 2026, its #132 holding.
Aurora Private Wealth first reported a position in Calamos Convertible Equity Alternative ETF in Q4 2024 and has held it in 4 quarters since.
18 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.