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Liberty Square Wealth Partners’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Liberty Square Wealth Partners’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
Q1 		$499K Hold
12,000
– – 0.14% 74
2025
Q4 		$457K Hold
12,000
– – 0.13% 80
2025
Q3 		$436K Hold
12,000
– – 0.13% 87
2025
Q2 		$385K Hold
12,000
– – 0.13% 90
2025
Q1 		$343K Buy
12,000
+300
+3% +$9.08K 0.13% 101
2024
Q4 		$372K Buy
+11,700
New +$355K 0.14% 99

Other funds holding CVRT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Liberty Square Wealth Partners's CVRT Position: Q1 2026 in Review

Liberty Square Wealth Partners held its Calamos Convertible Equity Alternative ETF (CVRT) position steady in Q1 2026 at 12,000 shares worth $499K. The position accounts for 0.14% of the portfolio, ranked #74.

Liberty Square Wealth Partners first reported a position in CVRT in Q4 2024 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold CVRT as of Q1 2026.

  • Liberty Square Wealth Partners held 12,000 shares of Calamos Convertible Equity Alternative ETF worth $499K as of Q1 2026.
  • Liberty Square Wealth Partners left its Calamos Convertible Equity Alternative ETF share count unchanged in Q1 2026.
  • Calamos Convertible Equity Alternative ETF made up 0.14% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #74 holding.
  • Liberty Square Wealth Partners first reported a position in Calamos Convertible Equity Alternative ETF in Q4 2024 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.