CVRT CALAMOS ETF TR

Ownership history in UBS Group AG  ·  6 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in CALAMOS ETF TR (CVRT). 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 Q3 REDUCED 25 -1,205 -98.0% 0.00% $908 $35.94
2025 Q2 ADDED 1,230 +77 +6.7% 0.00% $39K $31.54
2025 Q1 ADDED 1,153 +867 +303.1% 0.00% $33K $28.08
2024 Q4 ADDED 286 +246 +615.0% 0.00% $9K $29.40
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% of Fund (quarterly)    CVRT price (monthly, adj. close)
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