Calamos Wealth Management LLC CBOX — CALAMOS ETF TR

Ownership history in Calamos Wealth Management LLC  ·  1 quarter on record

AI Ownership Summary

Calamos Wealth Management LLC reported CALAMOS ETF TR (CBOX) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.17% in 2026 Q3. The latest visible filing shows CBOX at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CBOX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Calamos Wealth Management LLC's position in CALAMOS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CBOX was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Calamos Wealth Management LLC held CBOX — position size vs. price
% of Fund (quarterly)    CBOX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 57,238 — — 0.17% $5.8M 2026-11-02 $102.25

FAQ About Calamos Wealth Management LLC and CBOX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Calamos Wealth Management LLC reported owning CBOX?

Calamos Wealth Management LLC reported CBOX across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported CBOX position in Calamos Wealth Management LLC's portfolio?

The largest reported portfolio weight for CBOX was 0.17% in 2026 Q3.

What is the latest reported CBOX position on this page?

The most recent filing on this page is 2026 Q3, when Calamos Wealth Management LLC reported 57,238 shares, equal to 0.17% of portfolio, with an estimated market value of $5.8M.

What does the chart on this CBOX ownership page compare?

The chart compares Calamos Wealth Management LLC's quarterly CBOX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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