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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 7 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FORTINET INC 2,783.0 $428K 0.01% -3K -53.1% $153.62
122 WWD WOODWARD INC Industrials 1,004.0 $427K 0.01% -47.0 -4.5% $425.44 -18.9%
123 PRU PRUDENTIAL FINL INC Financial Services 3,904.0 $421K 0.01% -86.0 -2.2% $107.93 +11.8%
124 TQQQ PROSHARES TR 5,077.0 $411K 0.01% -16K -75.4% $81.00 -12.8%
125 CWB SPDR SERIES TRUST 3,680.0 $397K 0.01% -1K -28.1% $107.82 -3.9%
126 HEWLETT PACKARD ENTERPRISE C 3,411.0 $395K 0.01% -9K -73.0% $115.66
127 CALAMOS ETF TR 14,285.0 $392K 0.01% -11K -42.5% $27.41
128 BK BANK OF NY MELLON CORP Financial Services 2,626.0 $380K 0.01% -550.0 -17.3% $144.61 -1.9%
129 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,505.0 $357K 0.01% -1K -12.3% $34.00 +10.1%
130 ECL ECOLAB INC Basic Materials 1,233.0 $344K 0.01% -349.0 -22.1% $278.71 +4.5%
131 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,751.0 $339K 0.01% -101.0 -3.5% $123.11 +31.7%
132 CPSN CALAMOS ETF TR 11,939.0 $330K 0.01% -20K -62.7% $27.68 +1.3%
133 ROK ROCKWELL AUTOMATION INC Industrials 650.0 $322K 0.01% -2K -75.3% $495.08 -12.6%
134 CALAMOS ETF TR 18,631.0 $322K 0.01% -2K -10.5% $17.26
135 BSX BOSTON SCIENTIFIC CORP Healthcare 7,470.0 $319K 0.01% -110K -93.6% $42.68 +13.6%
136 SPG SIMON PPTY GROUP INC NEW Real Estate 1,375.0 $308K 0.01% -39.0 -2.8% $223.65 -2.6%
137 SCHF SCHWAB STRATEGIC TR 10,919.0 $302K 0.01% -5K -32.8% $27.70 +2.7%
138 ADI ANALOG DEVICES INC Technology 743.0 $295K 0.01% -52K -98.6% $397.19 -6.2%
139 CPSY CALAMOS ETF TR 11,125.0 $286K 0.01% -4K -27.7% $25.70 +1.1%
140 AEROVIRONMENT INC 279,000.0 $262K 0.01% -607K -68.5% $0.94
Page 7 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%