Kingsview Wealth Management, LLC CCEF — CALAMOS ETF TR

Ownership history in Kingsview Wealth Management, LLC  ·  4 quarters on record

AI Ownership Summary

Kingsview Wealth Management, LLC reported CALAMOS ETF TR (CCEF) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows CCEF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CCEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingsview Wealth Management, LLC's position in CALAMOS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CCEF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CCEF stock page Kingsview Wealth Management, LLC fund profile Kingsview Wealth Management, LLC full holdings
How Kingsview Wealth Management, LLC held CCEF — position size vs. price
% of Fund (quarterly)    CCEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,111 +1,590 +16.7% 0.00% $313K 2026-05-12 $29.41
2025 Q4 ADDED — — — 9,521 +2,250 +30.9% 0.00% $274K 2026-02-09 $29.08
2025 Q3 REDUCED — — — 7,271 -31 -0.4% 0.00% $212K 2025-11-12 $27.73
2025 Q2 INITIATED — — — 7,302 — — 0.00% $208K 2025-08-08 $26.74

🏢 Other funds also holding CCEF

As of 2026 Q1 — sorted by position size

Beacon Financial Advisory LLC 3Y 0.57% Fearless Solutions, LLC dba Best Invest 0.46% Sonoma Private Wealth LLC 3Y 0.38% Aurora Private Wealth, Inc. 3Y 0.27% KERR FINANCIAL PLANNING Corp 0.06% Ausdal Financial Partners, Inc. 3Y 7Y 0.03% IFP Advisors, Inc 3Y 7Y 0.01% Integrated Wealth Concepts LLC 3Y 7Y 0.0% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% Capital Analysts, LLC 3Y 7Y 0.0%

FAQ About Kingsview Wealth Management, LLC and CCEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kingsview Wealth Management, LLC reported owning CCEF?

Kingsview Wealth Management, LLC reported CCEF across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported CCEF position in Kingsview Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CCEF was 0.00% in 2026 Q1.

What is the latest reported CCEF position on this page?

The most recent filing on this page is 2026 Q1, when Kingsview Wealth Management, LLC reported 11,111 shares, equal to 0.00% of portfolio, with an estimated market value of $313K.

What does the chart on this CCEF ownership page compare?

The chart compares Kingsview Wealth Management, LLC's quarterly CCEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kingsview Wealth Management, LLC time their CCEF position?

Based on 13F filing dates vs. subsequent CCEF price moves, Kingsview Wealth Management, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CCEF relative to SPY over the holding period was -7.7%.

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