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Portfolio (Quarterly) Guide ↗

Calamos Advisors LLC

· CIK 0001316507
13F Portfolio $30.1B AUM 1,059 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 281 New 168 Added 370 Reduced 225 Exited
Page 41 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 36,822.0 $686K 0.00% NEW $18.64 +2.1%
802 CAIE CALAMOS ETF TR 24,801.0 $675K 0.00% +4K +18.9% $27.21 -0.2%
803 ATRO ASTRONICS CORP Industrials 8,229.0 $669K 0.00% -11K -58.3% $81.26 +7.1%
804 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 40,993.0 $667K 0.00% +7K +21.6% $16.28 -0.6%
805 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 69,348.0 $664K 0.00% -42K -37.9% $9.57 +2.6%
806 BGY BLACKROCK ENHANCED INTL DIV Financial Services 115,354.0 $662K 0.00% NEW $5.74 +1.3%
807 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 59,074.0 $653K 0.00% +11K +21.6% $11.06 -3.1%
808 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 70,873.0 $653K 0.00% NEW $9.21 -0.1%
809 HIO WESTERN ASSET HIGH INCOME OP Financial Services 175,495.0 $639K 0.00% +31K +21.6% $3.64 -2.7%
810 SYNTEC OPTICS HLDGS INC 250,000.0 $638K 0.00% $2.55
811 PEACE ACQUISITION CORP 60,000.0 $629K 0.00% NEW $10.49
812 LBRX LB PHARMACEUTICALS INC Healthcare 19,198.0 $623K 0.00% NEW $32.45 +47.2%
813 CNO CNO FINL GROUP INC Financial Services 37,103.0 $615K 0.00% NEW $16.57 +230.5%
814 BCX BLACKROCK RES & COMMODITIES Financial Services 53,857.0 $609K 0.00% NEW $11.31 +12.9%
815 BAP CREDICORP LTD Financial Services 1,549.0 $603K 0.00% -2K -51.2% $389.58 -5.8%
816 IGIB ISHARES TR 11,151.0 $593K 0.00% -6K -33.3% $53.17 -1.9%
817 CALAMOS ETF TR 23,874.0 $585K 0.00% +5K +27.3% $24.49
818 CALAMOS ETF TR 23,874.0 $585K 0.00% +6K +30.1% $24.49
819 CALAMOS ETF TR 24,722.0 $582K 0.00% +7K +38.5% $23.53
820 OSS ONE STOP SYS INC Technology 31,973.0 $581K 0.00% NEW $18.18 -29.1%
Page 41 of 49  ·  980 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 38.6%
Financial Services 10.8%
Communication Services 10.7%
Consumer Cyclical 9.7%
Healthcare 9.2%
Industrials 8.4%
Consumer Defensive 4.7%
Energy 2.9%
Utilities 2.3%
Basic Materials 1.6%