Kestra Advisory Services’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History
Bought
Maintained
Sold
Other funds holding CVRT
APW
Kestra Advisory Services's CVRT Position: Q3 2026 in Review
Kestra Advisory Services reduced its Calamos Convertible Equity Alternative ETF (CVRT) stake by 14% in Q3 2026, selling an estimated $84K and leaving 10,520 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #2529.
Kestra Advisory Services first reported a position in CVRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $632K in Q2 2026. 11 funds tracked by Wall St. Rank hold CVRT as of Q3 2026.
- Kestra Advisory Services held 10,520 shares of Calamos Convertible Equity Alternative ETF worth $488K as of Q3 2026.
- Kestra Advisory Services sold 1,759 Calamos Convertible Equity Alternative ETF shares in Q3 2026, an estimated $84K.
- Calamos Convertible Equity Alternative ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2529 holding.
- Kestra Advisory Services first reported a position in Calamos Convertible Equity Alternative ETF in Q4 2024 and has held it in 8 quarters since.
- Kestra Advisory Services's Calamos Convertible Equity Alternative ETF position peaked at $632K in Q2 2026.
- 11 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q3 2026.
Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.