Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Cambridge Investment Research Advisors’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
2025
Q3 		– Sell
-7,721
Closed -$248K – 3738
2025
Q2 		$248K Buy
+7,721
New +$230K ﹤0.01% 3141

Other funds holding CVRT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $358M AUM 17% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Cambridge Investment Research Advisors's CVRT Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Calamos Convertible Equity Alternative ETF (CVRT) in Q3 2025, closing a stake of 7,721 shares — an estimated $248K sold.

Cambridge Investment Research Advisors first reported a position in CVRT in Q2 2025 and held it in 1 quarter. The position peaked at $248K in Q2 2025. 13 funds tracked by Wall St. Rank hold CVRT as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Calamos Convertible Equity Alternative ETF position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 7,721 Calamos Convertible Equity Alternative ETF shares in Q3 2025, an estimated $248K.
  • Cambridge Investment Research Advisors first reported a position in Calamos Convertible Equity Alternative ETF in Q2 2025 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Calamos Convertible Equity Alternative ETF position peaked at $248K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.