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Grantvest Financial Group’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Grantvest Financial Group’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 		$576K Buy
11,206
+2,955
+36% +$146K 0.33% 74
2026
Q1 		$343K Buy
8,251
+968
+13% +$40.4K 0.22% 113
2025
Q4 		$278K Buy
+7,283
New +$276K 0.18% 132

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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Grantvest Financial Group's CVRT Position: Q2 2026 in Review

Grantvest Financial Group increased its Calamos Convertible Equity Alternative ETF (CVRT) stake by 36% in Q2 2026, buying an estimated $146K and bringing the position to 11,206 shares worth $576K. The position accounts for 0.33% of the portfolio, ranked #74.

Grantvest Financial Group first reported a position in CVRT in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold CVRT as of Q2 2026.

  • Grantvest Financial Group held 11,206 shares of Calamos Convertible Equity Alternative ETF worth $576K as of Q2 2026.
  • Grantvest Financial Group bought 2,955 Calamos Convertible Equity Alternative ETF shares in Q2 2026, an estimated $146K.
  • Calamos Convertible Equity Alternative ETF made up 0.33% of Grantvest Financial Group's portfolio in Q2 2026, its #74 holding.
  • Grantvest Financial Group first reported a position in Calamos Convertible Equity Alternative ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.