Fund Insights
Common Fund Bets
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Stock index based on fund manager consensus updated each quarter
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CFIM
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
Shares
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
BCM
Brookstone Capital Management
Wheaton, Illinois
$9.99B AUM
23.61%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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