IFP Advisors
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IFP Advisors’s Calamos CEF Income & Arbitrage ETF CCEF Stock Holding History

IFP Advisors’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
Q3 		$671K Sell
23,424
-3,983
-15% -$118K 0.01% 923
2026
Q2 		$820K Buy
27,407
+10,170
+59% +$298K 0.01% 819
2026
Q1 		$486K Buy
+17,237
New +$503K 0.01% 972

Other funds holding CCEF

Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
William Mack & Associates
William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors's CCEF Position: Q3 2026 in Review

IFP Advisors reduced its Calamos CEF Income & Arbitrage ETF (CCEF) stake by 15% in Q3 2026, selling an estimated $118K and leaving 23,424 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #923.

IFP Advisors first reported a position in CCEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $820K in Q2 2026. 12 funds tracked by Wall St. Rank hold CCEF as of Q3 2026.

  • IFP Advisors held 23,424 shares of Calamos CEF Income & Arbitrage ETF worth $671K as of Q3 2026.
  • IFP Advisors sold 3,983 Calamos CEF Income & Arbitrage ETF shares in Q3 2026, an estimated $118K.
  • Calamos CEF Income & Arbitrage ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #923 holding.
  • IFP Advisors first reported a position in Calamos CEF Income & Arbitrage ETF in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's Calamos CEF Income & Arbitrage ETF position peaked at $820K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Calamos CEF Income & Arbitrage ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.