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6 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in CALAMOS ETF TR

Steward Partners Investment Advisory, LLC holds 41,896 shares of CCEF (CALAMOS ETF TR), worth $1.3M as of 2026-Q2. The position was increased (+95.2% shares). CCEF represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.3M

Current Shares

41,896

Total Value Change

+$1.2M

Total Shares Change

+39,896

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
41,896
+95.2%
$1.3M0.0%$29.73
40
2026-Q1
Increased
21,461
+156.6%
$604,7390.0%$27.44
39
2025-Q4
Increased
8,365
+318.3%
$241,0820.0%$27.68
37
2025-Q3
Unchanged
2,000
0.0%
$58,1800.0%$27.17
0
2025-Q2
Unchanged
2,000
0.0%
$56,9320.0%$26.06
0
2025-Q1
New
2,000
-
$55,6470.0%$24.94
29

Other major holders of CCEF: COMMONWEALTH EQUITY SERVICES, LLC

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