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Calamos Mrkt Neutral M utual fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Calamos Mrkt Neutral M utual fund (CMNIX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Calamos Mrkt Neutral M utual fund

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All positions including Calamos Mrkt Neutral M utual fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calamos Mrkt Neutral M utual fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $398k 27k 14.55
2023-06-30 $444k 31k 14.52
2023-03-31 $698k 49k 14.17
2022-12-31 $678k 49k 13.76
2022-09-30 $662k 49k 13.44
2022-06-30 $585k 43k 13.48
2022-03-31 $631k 44k 14.31
2021-12-31 $640k 44k 14.51
2021-09-30 $574k 40k 14.29
2021-06-30 $614k 43k 14.21
2021-03-31 $613k 43k 14.19

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding Calamos Mrkt Neutral M utual fund

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