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Authentikos Wealth Advisory’s Calamos CEF Income & Arbitrage ETF CCEF Stock Holding History

Authentikos Wealth Advisory’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
2024
Q4 		– Sell
-1,133
Closed -$32.7K – 95
2024
Q3 		$32.7K Buy
+1,133
New +$31.3K 0.03% 123

Other funds holding CCEF

BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SPW
Sonoma Private Wealth Sonoma, California $81.2M AUM 22.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Authentikos Wealth Advisory's CCEF Position: Q4 2024 in Review

Authentikos Wealth Advisory sold out of Calamos CEF Income & Arbitrage ETF (CCEF) in Q4 2024, closing a stake of 1,133 shares — an estimated $32.7K sold.

Authentikos Wealth Advisory first reported a position in CCEF in Q3 2024 and held it in 1 quarter. The position peaked at $32.7K in Q3 2024. 14 funds tracked by Wall St. Rank hold CCEF as of Q4 2024.

  • Authentikos Wealth Advisory reported no remaining Calamos CEF Income & Arbitrage ETF position as of Q4 2024 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 1,133 Calamos CEF Income & Arbitrage ETF shares in Q4 2024, an estimated $32.7K.
  • Authentikos Wealth Advisory first reported a position in Calamos CEF Income & Arbitrage ETF in Q3 2024 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Calamos CEF Income & Arbitrage ETF position peaked at $32.7K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Calamos CEF Income & Arbitrage ETF as of Q4 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.