Centaurus Financial’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Centaurus Financial’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	$552K	Buy	+10,742	New	+$532K	0.02%	553

Other funds holding CVRT

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Centaurus Financial's CVRT Position: Q2 2026 in Review

Centaurus Financial opened a new position in Calamos Convertible Equity Alternative ETF (CVRT) in Q2 2026: 10,742 shares worth $552K. The stake represents 0.02% of the portfolio and ranks #553 among its holdings.

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

Centaurus Financial held 10,742 shares of Calamos Convertible Equity Alternative ETF worth $552K as of Q2 2026.
Calamos Convertible Equity Alternative ETF was a new Centaurus Financial position in Q2 2026.
Calamos Convertible Equity Alternative ETF made up 0.02% of Centaurus Financial's portfolio in Q2 2026, its #553 holding.
18 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.