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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 90.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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. 8 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.
  • 8 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.