IA
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IFP Advisors’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

IFP Advisors’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 		$796K Sell
15,470
-24
-0.2% -$1.19K 0.01% 842
2026
Q1 		$644K Buy
+15,494
New +$646K 0.01% 863

Other funds holding CVRT

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

IFP Advisors's CVRT Position: Q2 2026 in Review

IFP Advisors reduced its Calamos Convertible Equity Alternative ETF (CVRT) stake by 0.15% in Q2 2026, selling an estimated $1.19K and leaving 15,470 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #842.

IFP Advisors first reported a position in CVRT in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CVRT as of Q2 2026.

  • IFP Advisors held 15,470 shares of Calamos Convertible Equity Alternative ETF worth $796K as of Q2 2026.
  • IFP Advisors sold 24 Calamos Convertible Equity Alternative ETF shares in Q2 2026, an estimated $1.19K.
  • Calamos Convertible Equity Alternative ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #842 holding.
  • IFP Advisors first reported a position in Calamos Convertible Equity Alternative ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.