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Kerr Financial Planning’s Calamos CEF Income & Arbitrage ETF CCEF Stock Holding History

Kerr Financial Planning’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
Q2 		$52.6K Hold
1,757
– – 0.06% 179
2026
Q1 		$51.3K Buy
+1,757
New +$51.3K 0.04% 176

Other funds holding CCEF

BFA
Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Kerr Financial Planning's CCEF Position: Q2 2026 in Review

Kerr Financial Planning held its Calamos CEF Income & Arbitrage ETF (CCEF) position steady in Q2 2026 at 1,757 shares worth $52.6K. The position accounts for 0.06% of the portfolio, ranked #179.

Kerr Financial Planning first reported a position in CCEF in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold CCEF as of Q2 2026.

  • Kerr Financial Planning held 1,757 shares of Calamos CEF Income & Arbitrage ETF worth $52.6K as of Q2 2026.
  • Kerr Financial Planning left its Calamos CEF Income & Arbitrage ETF share count unchanged in Q2 2026.
  • Calamos CEF Income & Arbitrage ETF made up 0.06% of Kerr Financial Planning's portfolio in Q2 2026, its #179 holding.
  • Kerr Financial Planning first reported a position in Calamos CEF Income & Arbitrage ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Calamos CEF Income & Arbitrage ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.