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 Q3	$720K	Buy	15,519 +49	+0.3%	+$2.34K	0.01%	896
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

IFP Advisors's CVRT Position: Q3 2026 in Review

IFP Advisors increased its Calamos Convertible Equity Alternative ETF (CVRT) stake by 0.32% in Q3 2026, buying an estimated $2.34K and bringing the position to 15,519 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #896.

IFP Advisors first reported a position in CVRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $796K in Q2 2026. 10 funds tracked by Wall St. Rank hold CVRT as of Q3 2026.

IFP Advisors held 15,519 shares of Calamos Convertible Equity Alternative ETF worth $720K as of Q3 2026.
IFP Advisors bought 49 Calamos Convertible Equity Alternative ETF shares in Q3 2026, an estimated $2.34K.
Calamos Convertible Equity Alternative ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #896 holding.
IFP Advisors first reported a position in Calamos Convertible Equity Alternative ETF in Q1 2026 and has held it in 3 quarters since.
IFP Advisors's Calamos Convertible Equity Alternative ETF position peaked at $796K in Q2 2026.
10 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q3 2026.

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