CVRT ETF
Calamos Convertible Equity Alternative ETF

CVRT ETF Overview
CVRT ETF (Calamos Convertible Equity Alternative ETF) is managed by Calamos Asset Management with $18.9M in net assets. CVRT expense ratio is 0.69%, holding 105 positions across sectors including Information Technology, Industrials, Utilities. Inception date: 2023-10-04.
CVRT performance shows a YTD return of 10.18%. The 1-year return is 46.62%. CVRT dividend yield stands at 1.51%, paid monthly.
CVRT top holdings include Western Digital Corporation 3% Nov 15, 2028 (8.3%), The Boeing Co., Preferred 6.00% (6.0%), Seagate Technology Holdings (3.6%), Lumentum Holdings Inc Conv. Note (3.3%), Lumentum Holdings Inc (2.6%). View all CVRT holdings, sector breakdown, or dividend history.
CVRT can be compared against other funds using the overlap calculator or side-by-side comparison tool. CVRT alternatives are available via the screener, along with tax-loss harvesting opportunities.