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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$262K	Buy	8,160 +15	+0.2%	+$481	﹤0.01%	1236
2025 Q1	$233K	Buy	8,145 +18	+0.2%	+$515	﹤0.01%	1255
2024 Q4	$244K	Buy	+8,127	New	+$244K	﹤0.01%	1234