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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 20 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AEM AGNICO EAGLE MINES LTD Basic Materials 1,865.0 $289K 0.01% $155.13 +38.0%
382 ET ENERGY TRANSFER L P Energy 15,062.0 $288K 0.01% $19.12 +12.1%
383 CPSY CALAMOS ETF TR 11,125.0 $286K 0.01% -4K -27.7% $25.70 +1.1%
384 GUIDEWIRE SOFTWARE INC 296,000.0 $285K 0.01% +11K +3.9% $0.96
385 AFL AFLAC INC Financial Services 2,427.0 $285K 0.01% NEW $117.25 +0.2%
386 IWS ISHARES TR 1,726.0 $284K 0.01% $164.60 +4.6%
387 RSPN INVESCO EXCHANGE TRADED FD T 4,387.0 $281K 0.01% $63.99 -1.3%
388 CALAMOS ETF TR 12,569.0 $277K 0.01% $22.02
389 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 944.0 $277K 0.01% NEW $293.18 +4.6%
390 AKAMAI TECHNOLOGIES INC 229,000.0 $275K 0.01% +8K +3.6% $1.20
391 BOFA FIN LLC 217,000.0 $273K 0.01% +8K +3.8% $1.26
392 BALI BLACKROCK ETF TRUST 8,040.0 $272K 0.01% NEW $33.83 +2.6%
393 XLI SELECT SECTOR SPDR TR 1,463.0 $271K 0.01% NEW $185.23 -2.6%
394 VRT VERTIV HOLDINGS CO Industrials 807.0 $270K 0.01% NEW $334.82 -21.2%
395 NEXTERA ENERGY INC 5,072.0 $270K 0.01% +313.0 +6.6% $53.14
396 UAVS AGEAGLE AERIAL SYS INC NEW Technology 301,671.0 $269K 0.01% NEW $0.89 +23.4%
397 AEROVIRONMENT INC 279,000.0 $262K 0.01% -607K -68.5% $0.94
398 CNP CENTERPOINT ENERGY INC Utilities 5,825.0 $257K 0.01% -4K -39.9% $44.04 -10.1%
399 FELG FIDELITY COVINGTON TRUST 5,726.0 $251K 0.01% -874.0 -13.2% $43.75 -0.3%
400 TRGP TARGA RES CORP Energy 934.0 $250K 0.01% NEW $268.14 +9.7%
Page 20 of 24  ·  463 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%