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
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

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $358M AUM 17% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Envestnet Asset Management's CVRT Position: Q1 2026 in Review

Envestnet Asset Management increased its Calamos Convertible Equity Alternative ETF (CVRT) stake by 17% in Q1 2026, buying an estimated $53.5K and bringing the position to 8,635 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #4166.

Envestnet Asset Management first reported a position in CVRT in Q3 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold CVRT as of Q1 2026.

  • Envestnet Asset Management held 8,635 shares of Calamos Convertible Equity Alternative ETF worth $359K as of Q1 2026.
  • Envestnet Asset Management bought 1,282 Calamos Convertible Equity Alternative ETF shares in Q1 2026, an estimated $53.5K.
  • Calamos Convertible Equity Alternative ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4166 holding.
  • Envestnet Asset Management first reported a position in Calamos Convertible Equity Alternative ETF in Q3 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.