SageView Advisory Group’s Calamos CEF Income & Arbitrage ETF CCEF Stock Holding History

SageView Advisory Group’s Portfolio CCEF Stock Details CCEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$87	Buy	+3	New	+$86	﹤0.01%	2549

Other funds holding CCEF

BFA

Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

SPW

Sonoma Private Wealth Sonoma, California $81.2M AUM 22.25% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

SageView Advisory Group's CCEF Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Calamos CEF Income & Arbitrage ETF (CCEF) in Q4 2025: 3 shares worth $87. The stake represents ﹤0.01% of the portfolio and ranks #2549 among its holdings.

26 funds tracked by Wall St. Rank hold CCEF as of Q4 2025.

SageView Advisory Group held 3 shares of Calamos CEF Income & Arbitrage ETF worth $87 as of Q4 2025.
Calamos CEF Income & Arbitrage ETF was a new SageView Advisory Group position in Q4 2025.
Calamos CEF Income & Arbitrage ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2549 holding.
26 funds tracked by Wall St. Rank held Calamos CEF Income & Arbitrage ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.