PWP
CVRT icon

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

Principle 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
2025
Q2 		– Sell
-92,612
Closed -$2.65M – 363
2025
Q1 		$2.65M Buy
+92,612
New +$2.8M 0.19% 106

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LSWP
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KAS
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FA
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Truist Financial
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OIA
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Cambridge Investment Research Advisors
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AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Principle Wealth Partners's CVRT Position: Q2 2025 in Review

Principle Wealth Partners sold out of Calamos Convertible Equity Alternative ETF (CVRT) in Q2 2025, closing a stake of 92,612 shares — an estimated $2.65M sold.

Principle Wealth Partners first reported a position in CVRT in Q1 2025 and held it in 1 quarter. The position peaked at $2.65M in Q1 2025. 13 funds tracked by Wall St. Rank hold CVRT as of Q2 2025.

  • Principle Wealth Partners reported no remaining Calamos Convertible Equity Alternative ETF position as of Q2 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 92,612 Calamos Convertible Equity Alternative ETF shares in Q2 2025, an estimated $2.65M.
  • Principle Wealth Partners first reported a position in Calamos Convertible Equity Alternative ETF in Q1 2025 and held it in 1 quarter.
  • Principle Wealth Partners's Calamos Convertible Equity Alternative ETF position peaked at $2.65M in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2025.

Based on Principle Wealth Partners's 13F filing for Q2 2025, filed 30 Jul 2025.