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Brookstone Capital Management’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Brookstone Capital Management’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 		$297K Buy
+5,782
New +$286K ﹤0.01% 1104

Other funds holding CVRT

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
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
IA
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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Brookstone Capital Management's CVRT Position: Q2 2026 in Review

Brookstone Capital Management opened a new position in Calamos Convertible Equity Alternative ETF (CVRT) in Q2 2026: 5,782 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings.

18 funds tracked by Wall St. Rank hold CVRT as of Q2 2026.

  • Brookstone Capital Management held 5,782 shares of Calamos Convertible Equity Alternative ETF worth $297K as of Q2 2026.
  • Calamos Convertible Equity Alternative ETF was a new Brookstone Capital Management position in Q2 2026.
  • Calamos Convertible Equity Alternative ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1104 holding.
  • 18 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.