Truist Financial
CVRT icon

Truist Financial’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Truist Financial’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 		$2.79M Buy
54,280
+6,391
+13% +$316K ﹤0.01% 1200
2026
Q1 		$1.99M Buy
47,889
+3,082
+7% +$129K ﹤0.01% 1326
2025
Q4 		$1.71M Buy
44,807
+30,637
+216% +$1.16M ﹤0.01% 1386
2025
Q3 		$515K Buy
14,170
+5,494
+63% +$187K ﹤0.01% 2020
2025
Q2 		$278K Hold
8,676
– – ﹤0.01% 2257
2025
Q1 		$248K Hold
8,676
– – ﹤0.01% 2248
2024
Q4 		$260K Buy
+8,676
New +$263K ﹤0.01% 2233

Other funds holding CVRT

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 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
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

Truist Financial's CVRT Position: Q2 2026 in Review

Truist Financial increased its Calamos Convertible Equity Alternative ETF (CVRT) stake by 13% in Q2 2026, buying an estimated $316K and bringing the position to 54,280 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Truist Financial first reported a position in CVRT in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold CVRT as of Q2 2026.

  • Truist Financial held 54,280 shares of Calamos Convertible Equity Alternative ETF worth $2.79M as of Q2 2026.
  • Truist Financial bought 6,391 Calamos Convertible Equity Alternative ETF shares in Q2 2026, an estimated $316K.
  • Calamos Convertible Equity Alternative ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1200 holding.
  • Truist Financial first reported a position in Calamos Convertible Equity Alternative ETF in Q4 2024 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.