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Clear Point Advisors’s Calamos CEF Income & Arbitrage ETF CCEF Stock Holding History

Clear Point Advisors’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
Closed -$30 – 180
2024
Q3 		$30 Hold
1
– – ﹤0.01% 562
2024
Q2 		$28 Hold
1
– – ﹤0.01% 556
2024
Q1 		$27 Buy
+1
New +$26 ﹤0.01% 557

Other funds holding CCEF

BFA
Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SPW
Sonoma Private Wealth Sonoma, California $93.1M AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Clear Point Advisors's CCEF Position: Q4 2024 in Review

Clear Point Advisors sold out of Calamos CEF Income & Arbitrage ETF (CCEF) in Q4 2024, closing a stake of 1 share — an estimated $30 sold.

Clear Point Advisors first reported a position in CCEF in Q1 2024 and held it in 3 quarters. The position peaked at $30 in Q3 2024. 14 funds tracked by Wall St. Rank hold CCEF as of Q4 2024.

  • Clear Point Advisors reported no remaining Calamos CEF Income & Arbitrage ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1 Calamos CEF Income & Arbitrage ETF share in Q4 2024, an estimated $30.
  • Clear Point Advisors first reported a position in Calamos CEF Income & Arbitrage ETF in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's Calamos CEF Income & Arbitrage ETF position peaked at $30 in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Calamos CEF Income & Arbitrage ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.