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Global Retirement Partners’s Calamos CEF Income & Arbitrage ETF CCEF Stock Holding History

Global Retirement Partners’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
2026
Q2 		$38.6K Buy
+1,290
New +$37.8K ﹤0.01% 2685
2025
Q4 		$36K Buy
1,251
+34
+3% +$976 ﹤0.01% 2551
2025
Q3 		$35.4K Sell
1,217
-36
-3% -$1.03K ﹤0.01% 2090
2025
Q2 		$35.7K Buy
+1,253
New +$34K ﹤0.01% 1961
2024
Q4 		$33.4K Buy
1,210
+32
+3% +$909 ﹤0.01% 1816
2024
Q3 		$34K Buy
1,178
+23
+2% +$635 ﹤0.01% 1742
2024
Q2 		$31.1K Buy
1,155
+165
+17% +$4.32K ﹤0.01% 1774
2024
Q1 		$26.4K Buy
+990
New +$25.3K ﹤0.01% 1693

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Global Retirement Partners's CCEF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Calamos CEF Income & Arbitrage ETF (CCEF) in Q2 2026: 1,290 shares worth $38.6K. The stake represents ﹤0.01% of the portfolio and ranks #2685 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CCEF as recently as Q4 2025.

Global Retirement Partners first reported a position in CCEF in Q1 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold CCEF as of Q2 2026.

  • Global Retirement Partners held 1,290 shares of Calamos CEF Income & Arbitrage ETF worth $38.6K as of Q2 2026.
  • Calamos CEF Income & Arbitrage ETF was a new Global Retirement Partners position in Q2 2026.
  • Calamos CEF Income & Arbitrage ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2685 holding.
  • Global Retirement Partners first reported a position in Calamos CEF Income & Arbitrage ETF in Q1 2024 and has held it in 8 quarters since.
  • 24 funds tracked by Wall St. Rank held Calamos CEF Income & Arbitrage ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.