Steward Partners Investment Advisory’s Calamos CEF Income & Arbitrage ETF CCEF Stock Holding History

Steward Partners Investment Advisory’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 Q2	$1.25M	Buy	41,896 +20,435	+95%	+$598K	0.01%	1155
2026 Q1	$605K	Buy	21,461 +13,096	+157%	+$382K	﹤0.01%	1417
2025 Q4	$241K	Buy	8,365 +6,365	+318%	+$183K	﹤0.01%	1831
2025 Q3	$58.2K	Hold	2,000	–	–	﹤0.01%	2530
2025 Q2	$56.9K	Hold	2,000	–	–	﹤0.01%	2408
2025 Q1	$55.6K	Buy	+2,000	New	+$56.3K	﹤0.01%	2330

Other funds holding CCEF

BFA

Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WMA

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Steward Partners Investment Advisory's CCEF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Calamos CEF Income & Arbitrage ETF (CCEF) stake by 95% in Q2 2026, buying an estimated $598K and bringing the position to 41,896 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1155.

Steward Partners Investment Advisory first reported a position in CCEF in Q1 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold CCEF as of Q2 2026.

Steward Partners Investment Advisory held 41,896 shares of Calamos CEF Income & Arbitrage ETF worth $1.25M as of Q2 2026.
Steward Partners Investment Advisory bought 20,435 Calamos CEF Income & Arbitrage ETF shares in Q2 2026, an estimated $598K.
Calamos CEF Income & Arbitrage ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1155 holding.
Steward Partners Investment Advisory first reported a position in Calamos CEF Income & Arbitrage ETF in Q1 2025 and has held it in 6 quarters since.
24 funds tracked by Wall St. Rank held Calamos CEF Income & Arbitrage ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.