Kingsview Wealth Management’s Calamos CEF Income & Arbitrage ETF CCEF Stock Holding History

Kingsview Wealth Management’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	$351K	Buy	11,711 +600	+5%	+$17.6K	﹤0.01%	1118
2026 Q1	$313K	Buy	11,111 +1,590	+17%	+$46.4K	﹤0.01%	1065
2025 Q4	$274K	Buy	9,521 +2,250	+31%	+$64.6K	﹤0.01%	1056
2025 Q3	$212K	Sell	7,271 -31	-0.4%	-$887	﹤0.01%	1125
2025 Q2	$208K	Buy	+7,302	New	+$198K	﹤0.01%	1095

Other funds holding CCEF

BFA

Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return

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 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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Kingsview Wealth Management's CCEF Position: Q2 2026 in Review

Kingsview Wealth Management increased its Calamos CEF Income & Arbitrage ETF (CCEF) stake by 5.4% in Q2 2026, buying an estimated $17.6K and bringing the position to 11,711 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Kingsview Wealth Management first reported a position in CCEF in Q2 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold CCEF as of Q2 2026.

Kingsview Wealth Management held 11,711 shares of Calamos CEF Income & Arbitrage ETF worth $351K as of Q2 2026.
Kingsview Wealth Management bought 600 Calamos CEF Income & Arbitrage ETF shares in Q2 2026, an estimated $17.6K.
Calamos CEF Income & Arbitrage ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1118 holding.
Kingsview Wealth Management first reported a position in Calamos CEF Income & Arbitrage ETF in Q2 2025 and has held it in 5 quarters since.
24 funds tracked by Wall St. Rank held Calamos CEF Income & Arbitrage ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.