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Portfolio (Quarterly) Guide ↗

Calamos Wealth Management LLC

· CIK 0001455258
13F Portfolio $3.3B AUM 463 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 92 New 170 Added 160 Reduced 99 Exited
Page 6 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VZ VERIZON COMMUNICATIONS INC Communication Services 17,148.0 $726K 0.02% -2K -8.7% $42.34 +18.5%
102 WMB WILLIAMS COS INC Energy 9,325.0 $693K 0.02% -1K -11.0% $74.34 +0.1%
103 CPNJ CALAMOS ETF TR 24,703.0 $683K 0.02% -3K -12.0% $27.63 -0.1%
104 IPGP IPG PHOTONICS CORP Technology 5,407.0 $634K 0.02% -879.0 -14.0% $117.32 -36.7%
105 LUMENTUM HLDGS INC 97,000.0 $634K 0.02% -261K -72.9% $6.54
106 AXON AXON ENTERPRISE INC Industrials 1,120.0 $628K 0.02% -102.0 -8.3% $560.61 +8.4%
107 CPRA CALAMOS ETF TR 22,485.0 $622K 0.02% -3K -12.5% $27.66 +0.9%
108 HUBB HUBBELL INC Industrials 1,118.0 $585K 0.02% -108.0 -8.8% $523.20 -9.7%
109 PFF ISHARES TR 18,948.0 $578K 0.02% -13K -40.8% $30.49 +0.7%
110 ADVANCED ENERGY INDS 208,000.0 $575K 0.02% -307K -59.6% $2.77
111 ABT ABBOTT LABORATORIES Healthcare 6,219.0 $564K 0.02% -7K -51.8% $90.74 +25.8%
112 SOXL DIREXION SHARES ETF TRUST 2,096.0 $559K 0.02% -5K -70.5% $266.71 -56.3%
113 CPSO CALAMOS ETF TR 19,867.0 $553K 0.02% -6K -23.3% $27.84 +1.3%
114 ITW ILLINOIS TOOL WKS INC Industrials 1,865.0 $504K 0.01% -548.0 -22.7% $270.47 +5.6%
115 CPNM CALAMOS ETF TR 18,357.0 $492K 0.01% -3K -13.8% $26.78 +0.8%
116 TFC TRUIST FINL CORP Financial Services 9,380.0 $467K 0.01% -1K -12.6% $49.82 +1.7%
117 EMR EMERSON ELEC CO Industrials 3,087.0 $442K 0.01% -3K -47.5% $143.15 +10.6%
118 NYF ISHARES TR 8,121.0 $438K 0.01% -9K -53.8% $53.91 -2.1%
119 TMUS T-MOBILE US INC Communication Services 2,598.0 $436K 0.01% -58K -95.7% $167.73 +7.1%
120 WDC WESTERN DIGITAL CORP Technology 675.0 $431K 0.01% -596.0 -46.9% $638.72 -26.6%
Page 6 of 8  ·  160 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.5%
Financial Services 12.7%
Communication Services 9.2%
Consumer Cyclical 9.0%
Healthcare 7.8%
Industrials 7.3%
Consumer Defensive 2.6%
Basic Materials 1.8%
Utilities 1.8%
Energy 1.3%