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Calamos Etf Tr shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Calamos Etf Tr (CAIE) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Calamos Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Calamos Etf Tr held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calamos Etf Tr by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $435k 16k 26.74
2025-09-30 $274k 10k 27.47

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Calamos Etf Tr

Calamos Wealth Management
Wealth Watch Advisors
Redhawk Wealth Advisors
Gradient Investments
Warren Averett Asset Management
Wealthcare Advisory Partners
Farther Finance Advisors
Brookstone Capital Management
KC Investment Advisors
Fortress Wealth Management
Prime Capital Investment Advisors
Institute For Wealth Management
Noble Wealth Management PBC
Chicago Partners Investment
Intrepid Financial Planning Group

View all funds holding Calamos Etf Tr