CFIM
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Client First Investment Management’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Client First Investment 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 		$3.19M Buy
+62,004
New +$3.07M 1.34% 10

Other funds holding CVRT

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

Client First Investment Management's CVRT Position: Q2 2026 in Review

Client First Investment Management opened a new position in Calamos Convertible Equity Alternative ETF (CVRT) in Q2 2026: 62,004 shares worth $3.19M. The stake represents 1.34% of the portfolio and ranks #10 among its holdings.

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

  • Client First Investment Management held 62,004 shares of Calamos Convertible Equity Alternative ETF worth $3.19M as of Q2 2026.
  • Calamos Convertible Equity Alternative ETF was a new Client First Investment Management position in Q2 2026.
  • Calamos Convertible Equity Alternative ETF made up 1.34% of Client First Investment Management's portfolio in Q2 2026, its #10 holding.
  • 18 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.