SPIA
CVRT icon

Steward Partners Investment Advisory’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Steward Partners Investment Advisory’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 		$245K Buy
+4,772
New +$236K ﹤0.01% 2116

Other funds holding CVRT

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 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
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

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

Steward Partners Investment Advisory opened a new position in Calamos Convertible Equity Alternative ETF (CVRT) in Q2 2026: 4,772 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #2116 among its holdings.

18 funds tracked by Wall St. Rank hold CVRT as of Q2 2026.

  • Steward Partners Investment Advisory held 4,772 shares of Calamos Convertible Equity Alternative ETF worth $245K as of Q2 2026.
  • Calamos Convertible Equity Alternative ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Calamos Convertible Equity Alternative ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2116 holding.
  • 18 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

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