RIA
CVRT icon

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

Realta 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
2026
Q2 		$841K Buy
16,350
+11,550
+241% +$572K 0.26% 92
2026
Q1 		$200K Buy
+4,800
New +$200K 0.07% 195

Other funds holding CVRT

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IA
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Realta Investment Advisors's CVRT Position: Q2 2026 in Review

Realta Investment Advisors increased its Calamos Convertible Equity Alternative ETF (CVRT) stake by 241% in Q2 2026, buying an estimated $572K and bringing the position to 16,350 shares worth $841K. The position accounts for 0.26% of the portfolio, ranked #92.

Realta Investment Advisors first reported a position in CVRT in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CVRT as of Q2 2026.

  • Realta Investment Advisors held 16,350 shares of Calamos Convertible Equity Alternative ETF worth $841K as of Q2 2026.
  • Realta Investment Advisors bought 11,550 Calamos Convertible Equity Alternative ETF shares in Q2 2026, an estimated $572K.
  • Calamos Convertible Equity Alternative ETF made up 0.26% of Realta Investment Advisors's portfolio in Q2 2026, its #92 holding.
  • Realta Investment Advisors first reported a position in Calamos Convertible Equity Alternative ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.