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 Q3	–	Sell	-62,004	Closed	-$3.19M	–	26
2026 Q2	$3.19M	Buy	+62,004	New	+$3.07M	1.34%	10

Other funds holding CVRT

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Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Client First Investment Management's CVRT Position: Q3 2026 in Review

Client First Investment Management sold out of Calamos Convertible Equity Alternative ETF (CVRT) in Q3 2026, closing a stake of 62,004 shares — an estimated $3.19M sold.

Client First Investment Management first reported a position in CVRT in Q2 2026 and held it in 1 quarter. The position peaked at $3.19M in Q2 2026. 7 funds tracked by Wall St. Rank hold CVRT as of Q3 2026.

Client First Investment Management reported no remaining Calamos Convertible Equity Alternative ETF position as of Q3 2026 after selling out during the quarter.
Client First Investment Management sold 62,004 Calamos Convertible Equity Alternative ETF shares in Q3 2026, an estimated $3.19M.
Client First Investment Management first reported a position in Calamos Convertible Equity Alternative ETF in Q2 2026 and held it in 1 quarter.
Client First Investment Management's Calamos Convertible Equity Alternative ETF position peaked at $3.19M in Q2 2026.
7 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.