Skip to content

CCEF CALAMOS ETF TR

Follow

CEF INC ARB ETF (fund)

18 managers (18 13F filers) reported a position in CCEF shares at 2025-03-31, 294,253 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
4
Added
6
Reduced
4
Sold out
1
Shares held by filers
294,253

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Beacon Financial Advisory LLC87,937$2.45M0.74%-57013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,463$1.29M<0.01%+2,05913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,580$934K<0.01%+7,73113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,088$642K<0.01%+5,33813F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,931$443K<0.01%-41,83913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,610$434K<0.01%+1,45013F-HRTimelineGroup
Sonoma Private Wealth LLC15,402$429K0.59%-3,22013F-HRTimeline
Integrated Wealth Concepts LLC13,910$387K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.11,840$329K0.02%+1,98013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,987$250K<0.01%new13F-HRTimelineGroup
Consolidated Portfolio Review Corp8,702$242K0.04%new13F-HRTimeline
Brookwood Investment Group LLC7,338$204K0.04%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,925$81K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,000$55.6K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.500$13K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.40$1.11K<0.01%+3313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CREATIVE FINANCIAL DESIGNS INC /ADV0$00%-16513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.