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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
2026
Q1 		– Sell
-3
Closed -$87 – 884
2025
Q4 		$87 Buy
+3
New +$86 ﹤0.01% 2549

Other funds holding CCEF

BFA
Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

SageView Advisory Group's CCEF Position: Q1 2026 in Review

SageView Advisory Group sold out of Calamos CEF Income & Arbitrage ETF (CCEF) in Q1 2026, closing a stake of 3 shares — an estimated $87 sold.

SageView Advisory Group first reported a position in CCEF in Q4 2025 and held it in 1 quarter. The position peaked at $87 in Q4 2025. 23 funds tracked by Wall St. Rank hold CCEF as of Q1 2026.

  • SageView Advisory Group reported no remaining Calamos CEF Income & Arbitrage ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3 Calamos CEF Income & Arbitrage ETF shares in Q1 2026, an estimated $87.
  • SageView Advisory Group first reported a position in Calamos CEF Income & Arbitrage ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Calamos CEF Income & Arbitrage ETF position peaked at $87 in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Calamos CEF Income & Arbitrage ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.