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 Q3	$807K	Buy	17,400 +5,400	+45%	+$258K	0.19%	52
2026 Q2	$617K	Hold	12,000	–	–	0.15%	64
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

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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Liberty Square Wealth Partners's CVRT Position: Q3 2026 in Review

Liberty Square Wealth Partners increased its Calamos Convertible Equity Alternative ETF (CVRT) stake by 45% in Q3 2026, buying an estimated $258K and bringing the position to 17,400 shares worth $807K. The position accounts for 0.19% of the portfolio, ranked #52.

Liberty Square Wealth Partners first reported a position in CVRT in Q4 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold CVRT as of Q3 2026.

Liberty Square Wealth Partners held 17,400 shares of Calamos Convertible Equity Alternative ETF worth $807K as of Q3 2026.
Liberty Square Wealth Partners bought 5,400 Calamos Convertible Equity Alternative ETF shares in Q3 2026, an estimated $258K.
Calamos Convertible Equity Alternative ETF made up 0.19% of Liberty Square Wealth Partners's portfolio in Q3 2026, its #52 holding.
Liberty Square Wealth Partners first reported a position in Calamos Convertible Equity Alternative ETF in Q4 2024 and has held it in 8 quarters since.
19 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q3 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.