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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
Q1 		$343K Buy
8,251
+968
+13% +$40.4K 0.22% 113
2025
Q4 		$278K Buy
+7,283
New +$276K 0.18% 132

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IA
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Grantvest Financial Group's CVRT Position: Q1 2026 in Review

Grantvest Financial Group increased its Calamos Convertible Equity Alternative ETF (CVRT) stake by 13% in Q1 2026, buying an estimated $40.4K and bringing the position to 8,251 shares worth $343K. The position accounts for 0.22% of the portfolio, ranked #113.

Grantvest Financial Group first reported a position in CVRT in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold CVRT as of Q1 2026.

  • Grantvest Financial Group held 8,251 shares of Calamos Convertible Equity Alternative ETF worth $343K as of Q1 2026.
  • Grantvest Financial Group bought 968 Calamos Convertible Equity Alternative ETF shares in Q1 2026, an estimated $40.4K.
  • Calamos Convertible Equity Alternative ETF made up 0.22% of Grantvest Financial Group's portfolio in Q1 2026, its #113 holding.
  • Grantvest Financial Group first reported a position in Calamos Convertible Equity Alternative ETF in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.