Wealth Enhancement Trust Services
CVRT icon

Wealth Enhancement Trust Services’s Calamos Convertible Equity Alternative ETF CVRT Stock Holding History

Wealth Enhancement Trust Services’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
Q3 		$44K Buy
+948
New +$45.3K ﹤0.01% 469

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Brookstone Capital Management
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APW
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Capital Investment Advisory Services
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NBC Securities
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Wealth Enhancement Trust Services's CVRT Position: Q3 2026 in Review

Wealth Enhancement Trust Services opened a new position in Calamos Convertible Equity Alternative ETF (CVRT) in Q3 2026: 948 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings.

10 funds tracked by Wall St. Rank hold CVRT as of Q3 2026.

  • Wealth Enhancement Trust Services held 948 shares of Calamos Convertible Equity Alternative ETF worth $44K as of Q3 2026.
  • Calamos Convertible Equity Alternative ETF was a new Wealth Enhancement Trust Services position in Q3 2026.
  • Calamos Convertible Equity Alternative ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #469 holding.
  • 10 funds tracked by Wall St. Rank held Calamos Convertible Equity Alternative ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.