CIAS
CVRT icon

Capital Investment Advisory Services’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Capital Investment Advisory Services’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 		$29.8K Buy
+580
New +$28.7K ﹤0.01% 1030

Other funds holding CVRT

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 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
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Capital Investment Advisory Services's CVRT Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Calamos Convertible Equity Alternative ETF (CVRT) in Q2 2026: 580 shares worth $29.8K. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings.

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

  • Capital Investment Advisory Services held 580 shares of Calamos Convertible Equity Alternative ETF worth $29.8K as of Q2 2026.
  • Calamos Convertible Equity Alternative ETF was a new Capital Investment Advisory Services position in Q2 2026.
  • Calamos Convertible Equity Alternative ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1030 holding.
  • 7 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.