CFD
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Creative Financial Designs’s Calamos CEF Income & Arbitrage ETF CCEF Stock Holding History

Creative Financial Designs’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
2025
Q1 		– Sell
-165
Closed -$4.65K – 2061
2024
Q4 		$4.55K Buy
165
+40
+32% +$1.14K ﹤0.01% 1439
2024
Q3 		$3.61K Buy
+125
New +$3.45K ﹤0.01% 1445

Other funds holding CCEF

BFA
Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SPW
Sonoma Private Wealth Sonoma, California $93.1M AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Financial Designs's CCEF Position: Q1 2025 in Review

Creative Financial Designs sold out of Calamos CEF Income & Arbitrage ETF (CCEF) in Q1 2025, closing a stake of 165 shares — an estimated $4.65K sold.

Creative Financial Designs first reported a position in CCEF in Q3 2024 and held it in 2 quarters. The position peaked at $4.55K in Q4 2024. 16 funds tracked by Wall St. Rank hold CCEF as of Q1 2025.

  • Creative Financial Designs reported no remaining Calamos CEF Income & Arbitrage ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 165 Calamos CEF Income & Arbitrage ETF shares in Q1 2025, an estimated $4.65K.
  • Creative Financial Designs first reported a position in Calamos CEF Income & Arbitrage ETF in Q3 2024 and held it in 2 quarters.
  • Creative Financial Designs's Calamos CEF Income & Arbitrage ETF position peaked at $4.55K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Calamos CEF Income & Arbitrage ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.