CVRT Calamos Convertible Equity Alternative ETF
NYSE ARCA close Oct 2, 2026CVRT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
CVRT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 1, 2026 | $0.07 | USD | ≈1.5% |
| Aug 3, 2026 | $0.05 | USD | — |
| Jul 1, 2026 | $0.05 | USD | — |
| Jun 1, 2026 | $0.06 | USD | — |
| May 1, 2026 | $0.06 | USD | — |
| Apr 1, 2026 | $0.05 | USD | — |
| Mar 2, 2026 | $0.05 | USD | — |
| Feb 2, 2026 | $0.04 | USD | — |
| Dec 23, 2025 | $0.10 | USD | — |
| Dec 1, 2025 | $0.07 | USD | — |
| Nov 3, 2025 | $0.07 | USD | — |
| Oct 1, 2025 | $0.08 | USD | — |
| Sep 2, 2025 | $0.08 | USD | — |
| Aug 1, 2025 | $0.06 | USD | — |
| Jul 1, 2025 | $0.06 | USD | — |
| Jun 2, 2025 | $0.03 | USD | — |
| Apr 1, 2025 | $0.02 | USD | — |
| Mar 3, 2025 | $0.04 | USD | — |
| Feb 3, 2025 | $0.03 | USD | — |
| Dec 23, 2024 | $0.03 | USD | — |
Institutional owners (13F) 19 filers · $13.1M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 8 (+5 vs prior Q) | 1 (0 vs prior Q) | 6 (+1 vs prior Q) | 3 (+2 vs prior Q) | +96K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Client First Investment Management LLC | $3,189,083 | 62,004 | 24.43% | Shares |
| TRUIST FINANCIAL CORP | $2,791,785 | 54,280 | 21.38% | Shares |
| OSAIC HOLDINGS, INC. | $1,423,696 | 27,680 | 10.90% | Shares |
| JANE STREET GROUP, LLC | $843,149 | 16,393 | 6.46% | Shares |
| Realta Investment Advisors | $840,938 | 16,350 | 6.44% | Shares |
| IFP Advisors, Inc | $795,676 | 15,470 | 6.09% | Shares |
| Kestra Advisory Services, LLC | $631,554 | 12,279 | 4.84% | Shares |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $617,202 | 12,000 | 4.73% | Shares |
| Grantvest Financial Group LLC | $576,340 | 11,206 | 4.41% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $448,470 | 8,719 | 3.43% | Shares |
| Brookstone Capital Management | $297,409 | 5,782 | 2.28% | Shares |
| Steward Partners Investment Advisory, LLC | $245,441 | 4,772 | 1.88% | Shares |
| LPL Financial LLC | $206,917 | 4,023 | 1.58% | Shares |
| HUNTINGTON NATIONAL BANK | $106,982 | 2,080 | 0.82% | Shares |
| Capital Investment Advisory Services, LLC | $29,831 | 580 | 0.23% | Shares |
| LANARK FINANCIAL, INC. | $10,286 | 200 | 0.08% | Shares |
| CENTAURUS FINANCIAL, INC. | $552 | 10,742 | 0.00% | Shares |
| UBS Group AG | $360 | 7 | 0.00% | Shares |
| Aurora Private Wealth, Inc. | $272 | 5,281 | 0.00% | Shares |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.