Smallwood Wealth Investment Management »

Calamos Etf Tr shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Calamos Etf Tr (CBXJ) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Calamos Etf Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Calamos Etf Tr by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $157 7 22.57

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ea Series Trust Freedom 100 Em (FRDM)
Intercontinental Exchange (ICE)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Wisdomtree Tr Intl Equity Fd (DWM)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Philip Morris International (PM)

View all positions for Smallwood Wealth Investment Management

Top funds holding Calamos Etf Tr

Calamos Advisors
IFP Advisors
Bedel Financial Consulting
Goss Wealth Management
Diligent Investors
Titleist Asset Management
Evexia Wealth
ATX Financial Planning
Truvestments Capital
UBS Group
Legacy Wealth Managment
Noble Wealth Management PBC
Aptus Capital Advisors
Kestra Advisory Services
Beaird Harris Wealth Management

View all funds holding Calamos Etf Tr