Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF include Prosperity Wealth Management, Inc., and Kingsview Wealth Management, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 15,411 | 0.06 | 439 | 2.34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,253 | 3.55 | 36 | 6.06 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7,302 | 208 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 10,070 | 287 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 13,345 | 12.71 | 380 | 15.20 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 45 | 12.50 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 37,021 | 10.25 | 1,054 | 12.74 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 850 | 70.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 89,802 | 2.12 | 2,556 | 4.50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9,332 | 3.84 | 266 | 6.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 52,349 | 12.67 | 1 | 0.00 |
