Ownership history in Capital Analysts, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in CALAMOS ETF TR (CCEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 3,792 | +867 | +29.6% | 0.00% | $109K | $28.43 |
| 2025 Q3 | UNCHANGED | 2,925 | — | 0% | 0.00% | $85K | $27.91 |
| 2025 Q2 | UNCHANGED | 2,925 | — | 0% | 0.00% | $83K | $26.77 |
| 2025 Q1 | UNCHANGED | 2,925 | — | 0% | 0.00% | $81K | $25.61 |
| 2024 Q4 | ADDED | 2,925 | +1,043 | +55.4% | 0.00% | $81K | $25.04 |
| 2024 Q3 | UNCHANGED | 1,882 | — | 0% | 0.00% | $54K | $25.55 |
| 2024 Q2 | INITIATED | 1,882 | — | — | 0.00% | $51K | — |
As of 2025 Q4 — sorted by position size