LPL Financial’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

LPL Financial’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 Q2	$207K	Buy	+4,023	New	+$199K	﹤0.01%	5732

Other funds holding CVRT

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

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

LSWP

Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

LPL Financial's CVRT Position: Q2 2026 in Review

LPL Financial opened a new position in Calamos Convertible Equity Alternative ETF (CVRT) in Q2 2026: 4,023 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #5732 among its holdings.

18 funds tracked by Wall St. Rank hold CVRT as of Q2 2026.

LPL Financial held 4,023 shares of Calamos Convertible Equity Alternative ETF worth $207K as of Q2 2026.
Calamos Convertible Equity Alternative ETF was a new LPL Financial position in Q2 2026.
Calamos Convertible Equity Alternative ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5732 holding.
18 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.