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OneDigital Investment Advisors’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

OneDigital Investment Advisors’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
2025
Q4 		– Sell
-8,209
Closed -$298K – 1523
2025
Q3 		$298K Buy
8,209
+49
+0.6% +$1.67K ﹤0.01% 1188
2025
Q2 		$262K Buy
8,160
+15
+0.2% +$446 ﹤0.01% 1237
2025
Q1 		$233K Buy
8,145
+18
+0.2% +$545 ﹤0.01% 1255
2024
Q4 		$244K Buy
+8,127
New +$247K ﹤0.01% 1234

Other funds holding CVRT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $358M AUM 17% 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
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

OneDigital Investment Advisors's CVRT Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Calamos Convertible Equity Alternative ETF (CVRT) in Q4 2025, closing a stake of 8,209 shares — an estimated $298K sold.

OneDigital Investment Advisors first reported a position in CVRT in Q4 2024 and held it in 4 quarters. The position peaked at $298K in Q3 2025. 10 funds tracked by Wall St. Rank hold CVRT as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining Calamos Convertible Equity Alternative ETF position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 8,209 Calamos Convertible Equity Alternative ETF shares in Q4 2025, an estimated $298K.
  • OneDigital Investment Advisors first reported a position in Calamos Convertible Equity Alternative ETF in Q4 2024 and held it in 4 quarters.
  • OneDigital Investment Advisors's Calamos Convertible Equity Alternative ETF position peaked at $298K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.