Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Calamos ETF Trust - Calamos Autocallable Income ETF incluem Cornerstone Wealth, LLC/TN, Menard Financial Group LLC, Cornerstone Wealth Group, LLC, Kestra Investment Management, LLC, Sowell Financial Services LLC, Kingsview Wealth Management, LLC, Principal Securities, Inc., Palacios Wealth Management, LLC, Centaurus Financial, Inc., Citadel Advisors Llc, Trask Adam Roland, Belpointe Asset Management LLC, Inspire Advisors, LLC, Simplicity Wealth,LLC, Belvedere Trading LLC, Fulcrum Wealth Advisors, Llc, CIBC World Markets Inc., Kingswood Wealth Advisors, Llc, Bright Futures Wealth Management, LLC., e Belvedere Trading LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 18,847 | 263.49 | 474 | 242.75 | ||||
| 2026-05-11 | 13F | Palacios Wealth Management, LLC | 37,342 | 1,016 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 16,000 | 402 | ||||||
| 2026-05-15 | 13F | Trask Adam Roland | 33,100 | 832 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 12,195 | 307 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 270,830 | 21.53 | 6,809 | 14.25 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 106,382 | 211.38 | 2,674 | 192.88 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 22,779 | 68.72 | 573 | 58.45 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 18,586 | 26.76 | 467 | 19.13 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 102,716 | 19.09 | 2,561 | 9.73 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 9,526 | 239 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 370 | 9 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 9,670 | 7.44 | 243 | 1.25 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 465,246 | 89.55 | 12 | 83.33 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 49,612 | 31.60 | 1,247 | 23.71 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 16,879 | 3.77 | 424 | -2.30 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 13,964 | 351 | ||||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 215,049 | 5,718 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 11,918 | 300 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 24,029 | 604 | ||||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 693,536 | 18,684 | ||||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 4,449 | 112 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1,651,916 | 7,816.40 | 41,529 | 7,355.83 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 2,061 | 3,335.00 | 52 | 5,000.00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 102,747 | 42.36 | 2,583 | 33.90 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 77,909 | 32.36 | 1,959 | 24.48 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 10,607 | 14.91 | 267 | 8.13 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 10,168 | 256 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 45,288 | 28.47 | 1,139 | 20.81 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 74,989 | 104.69 | 1,885 | 92.54 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 14,818 | 0 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 31,715 | 797 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 14,609 | 12.07 | 367 | 5.46 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 16,818 | 423 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 102,961 | 413.29 | 2,588 | 382.84 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 14,302 | 16.31 | 0 | |||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 168,151 | 4,227 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 8,283 | 208 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1,103,282 | 52.06 | 30,197 | 55.64 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 13,000 | 327 | |||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 35,377 | 44.61 | 889 | 35.93 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 121,235 | 273.27 | 3,048 | 251.04 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 139,313 | 36.14 | 3,502 | 28.00 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 9,038 | 6.13 | 227 | 0.00 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 327,205 | 57.82 | 8,226 | 48.39 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 33,835 | 20.92 | 851 | 13.64 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 89,241 | 32.55 | 2,244 | 24.61 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 8,858 | 223 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 153,676 | 24.73 | 3,863 | 17.27 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 45,558 | 1,145 | ||||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 56,702 | 3.09 | 1,425 | -3.06 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 24,363 | 612 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 367,217 | 118.39 | 9,232 | 105.32 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 39,358 | 25.04 | 989 | 16.49 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 506,200 | 51.13 | 12,711 | 41.92 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 27,276 | 686 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 11,304 | 11 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 300 | 8 | ||||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 73,453 | 56.73 | 1,847 | 47.33 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1,359 | 34 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 247,817 | 111.55 | 6,230 | 98.91 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 280,552 | 4.72 | 7,053 | -1.54 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 95,985 | 62.28 | 2,413 | 52.62 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1,654 | 12.98 | 42 | 5.13 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 43,590 | 38.47 | 1,096 | 30.20 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 304,884 | 45.23 | 7,665 | 36.54 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 57,855 | 51.56 | 1,454 | 42.55 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 8,667 | 223 | ||||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 16,678 | 419 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 8,179 | 206 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 10 | 900.00 | 0 | |||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 15,180 | 68.12 | 412 | 72.69 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 14,205 | 357 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 2,920 | 73 | ||||||
| 2026-05-12 | 13F | Clark Wealth Partners | 1,513 | 38 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 113,763 | 466.61 | 3 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 578 | 15 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 241,373 | 36.11 | 6,068 | 27.96 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 175,004 | 125.43 | 4,680 | 233,850.00 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 1,906 | 48 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 34,800 | 875 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 852 | 23 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 58,489 | 524.48 | 1,470 | 488.00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 158,223 | 51.36 | 3,978 | 42.29 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 31,910 | 802 | ||||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 9,177 | 231 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 71,589 | 2.01 | 1,800 | -4.10 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 110,522 | 7.26 | 3 | 0.00 | ||||
| 2026-05-14 | 13F | Menard Financial Group LLC | 284,000 | 7,140 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 13,200 | 332 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 103,780 | 28.22 | 2,609 | 18.32 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 2,000 | 50 | ||||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 14,459 | 363 | ||||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 14,082 | 5.82 | 354 | -0.28 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 11,505 | 289 | ||||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 47,530 | 46.12 | 1 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 37,176 | 12.47 | 927 | 3.46 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 86,195 | 8.61 | 2,167 | 2.07 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 57,213 | 1,438 | ||||||
| 2026-05-12 | 13F | Channel Wealth Llc | 82,458 | 13.65 | 2,073 | 6.80 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 200,078 | 28.04 | 5,379 | 27.83 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 13,165 | 331 | ||||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 116,338 | 3.27 | 2,925 | -2.92 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 446,995 | 23.98 | 11,237 | 16.57 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 33,073 | 40.45 | 831 | 32.11 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 10,050 | 253 | ||||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 46,289 | 57.27 | 1,164 | 47.78 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 69,222 | 1,740 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 46,730 | 86.96 | 1,175 | 75.75 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 14,780 | 4.30 | 372 | -2.11 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 13,609 | 342 | ||||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 9,693 | 0.85 | 244 | -5.08 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 2,466 | 62 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 13,991 | 33.34 | 352 | 25.36 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1,629,526 | 70.80 | 40,966 | 60.58 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 34,421 | 112.32 | 865 | 99.77 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 187,196 | 21.40 | 4,706 | 14.14 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 27,021 | 679 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 158,548 | 117.45 | 3,986 | 104.46 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 471,706 | 146.71 | 11,859 | 131.96 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 9,546 | 240 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11,406 | 287 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 317,707 | 31.72 | 7,920 | 22.81 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 1,000 | 25 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 18,337 | 461 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 25,000 | 628 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 36,963 | 1 | ||||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 18,497 | 465 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 12,773 | 0 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 39,053 | 124.73 | 982 | 111.42 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 19,693 | 495 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 655,628 | 299.10 | 16,482 | 275.19 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 130,601 | 217.26 | 3,283 | 198.45 |
