Envestnet Asset Management
CVRT icon

Envestnet Asset Management’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Envestnet Asset 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 		$448K Buy
8,719
+84
+1% +$4.16K ﹤0.01% 4160
2026
Q1 		$359K Buy
8,635
+1,282
+17% +$53.5K ﹤0.01% 4166
2025
Q4 		$280K Buy
7,353
+507
+7% +$19.2K ﹤0.01% 4081
2025
Q3 		$249K Buy
+6,846
New +$233K ﹤0.01% 4192

Other funds holding CVRT

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 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
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's CVRT Position: Q2 2026 in Review

Envestnet Asset Management increased its Calamos Convertible Equity Alternative ETF (CVRT) stake by 0.97% in Q2 2026, buying an estimated $4.16K and bringing the position to 8,719 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #4160.

Envestnet Asset Management first reported a position in CVRT in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold CVRT as of Q2 2026.

  • Envestnet Asset Management held 8,719 shares of Calamos Convertible Equity Alternative ETF worth $448K as of Q2 2026.
  • Envestnet Asset Management bought 84 Calamos Convertible Equity Alternative ETF shares in Q2 2026, an estimated $4.16K.
  • Calamos Convertible Equity Alternative ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4160 holding.
  • Envestnet Asset Management first reported a position in Calamos Convertible Equity Alternative ETF in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.