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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 22 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SPYG SPDR SERIES TRUST 1,867.0 $222K 0.01% NEW $118.99 +0.8%
422 IUSV ISHARES TR 2,013.0 $222K 0.01% $110.15 +4.6%
423 ENB ENBRIDGE INC Energy 4,076.0 $221K 0.01% NEW $54.21 -7.1%
424 CATH GLOBAL X FDS 2,496.0 $221K 0.01% $88.50 +3.0%
425 QCLN FIRST TR EXCHANGE-TRADED FD 3,600.0 $221K 0.01% NEW $61.32 -18.6%
426 KHC KRAFT HEINZ CO Consumer Defensive 9,295.0 $220K 0.01% +525.0 +6.0% $23.62 +5.0%
427 IBDR ISHARES TR 9,060.0 $220K 0.01% $24.23 -0.0%
428 CHEESECAKE FACTORY INC 172,000.0 $219K 0.01% NEW $1.27
429 EXEL EXELIXIS INC Healthcare 4,000.0 $218K 0.01% NEW $54.41 +3.1%
430 FNDF SCHWAB STRATEGIC TR 4,105.0 $217K 0.01% NEW $52.76 +5.5%
431 SHEL SHELL PLC Energy 2,773.0 $215K 0.01% NEW $77.54 +17.5%
432 PKG PACKAGING CORP AMER Consumer Cyclical 900.0 $214K 0.01% NEW $238.28 +3.5%
433 MACOM TECH SOLUTIONS HLDGS I 92,000.0 $212K 0.01% NEW $2.31
434 CALAMOS ETF TR 10,682.0 $210K 0.01% -1K -10.5% $19.70
435 EW EDWARDS LIFESCIENCES CORP Healthcare 2,297.0 $208K 0.01% -2K -42.0% $90.46 +0.4%
436 IEUR ISHARES TR 2,715.0 $204K 0.01% NEW $75.17 +4.4%
437 LIBERTY MEDIA CORP DEL 178,000.0 $204K 0.01% NEW $1.14
438 CME CME GROUP INC Financial Services 922.0 $204K 0.01% -1K -56.8% $220.83 +27.2%
439 UAL UNITED AIRLS HLDGS INC Industrials 1,487.0 $202K 0.01% NEW $135.99 -15.6%
440 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,793.0 $201K 0.01% $112.32 +38.9%
Page 22 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%