BFC Planning, Inc.’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

BFC Planning, Inc.’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	$8.38K	Hold	163	–	–	﹤0.01%	2454
2026 Q1	$6.78K	Hold	163	–	–	﹤0.01%	2191
2025 Q4	$6.21K	Hold	163	–	–	﹤0.01%	2267
2025 Q3	$5.92K	Buy	+163	New	+$5.55K	﹤0.01%	2138

Other funds holding CVRT

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

BFC Planning, Inc.'s CVRT Position: Q2 2026 in Review

BFC Planning, Inc. held its Calamos Convertible Equity Alternative ETF (CVRT) position steady in Q2 2026 at 163 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

BFC Planning, Inc. first reported a position in CVRT in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold CVRT as of Q2 2026.

BFC Planning, Inc. held 163 shares of Calamos Convertible Equity Alternative ETF worth $8.38K as of Q2 2026.
BFC Planning, Inc. left its Calamos Convertible Equity Alternative ETF share count unchanged in Q2 2026.
Calamos Convertible Equity Alternative ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2454 holding.
BFC Planning, Inc. first reported a position in Calamos Convertible Equity Alternative ETF in Q3 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.