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Portfolio (Quarterly) Guide ↗

Calamos Wealth Management LLC

· CIK 0001455258
13F Portfolio $2.9B AUM 470 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 75 New 183 Added 127 Reduced 37 Exited
Page 14 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SCHW SCHWAB CHARLES CORP Financial Services 5,472.0 $547K 0.02% -891.0 -14.0% $99.91 -7.5%
262 HUBB HUBBELL INC Industrials 1,226.0 $544K 0.02% -87.0 -6.6% $444.11 +5.9%
263 FTEC FIDELITY COVINGTON TRUST 2,400.0 $539K 0.02% $224.67 +18.3%
264 NSC NORFOLK SOUTHN CORP Industrials 1,837.0 $530K 0.02% +168.0 +10.1% $288.72 +11.0%
265 TFC TRUIST FINL CORP Financial Services 10,734.0 $528K 0.02% +1K +13.4% $49.21 -4.5%
266 UPRO PROSHARES TR 4,562.0 $528K 0.02% +1K +44.1% $115.76 +19.6%
267 CPSM CALAMOS ETF TR 18,156.0 $520K 0.02% $28.63 +1.9%
268 SPOTIFY USA INC 455,000.0 $518K 0.02% -53K -10.4% $1.14
269 XLE SELECT SECTOR SPDR TR 11,581.0 $518K 0.02% +7K +155.6% $44.71 +35.2%
270 SLV ISHARES SILVER TR Financial Services 8,000.0 $515K 0.02% $64.42 +8.0%
271 DUK DUKE ENERGY CORP NEW Utilities 4,109.0 $482K 0.02% -1K -21.4% $117.21 +4.0%
272 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,001.0 $481K 0.02% $480.57 +3.0%
273 UPS UNITED PARCEL SERVICE INC Industrials 4,822.0 $478K 0.02% +390.0 +8.8% $99.19 -4.4%
274 COINBASE GLOBAL INC 465,000.0 $478K 0.02% -19K -3.9% $1.03
275 WESTERN DIGITAL CORP 104,000.0 $477K 0.02% +1K +1.0% $4.59
276 WISDOMTREE INC 395,000.0 $477K 0.02% -51K -11.4% $1.21
277 FORTINET INC 5,929.0 $471K 0.02% +832.0 +16.3% $79.41
278 MICROCHIP TECHNOLOGY INC. 8,058.0 $470K 0.02% $58.28
279 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,852.0 $462K 0.02% +126.0 +4.6% $161.96 -3.8%
280 NOW PUT SERVICENOW INC Technology 500.0 $460K 0.02% NEW $920.28 -88.9%
Page 14 of 24  ·  470 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 42.9%
Financial Services 14.0%
Communication Services 12.9%
Consumer Cyclical 10.0%
Healthcare 7.4%
Industrials 4.4%
Consumer Defensive 2.6%
Utilities 1.7%
Basic Materials 1.6%
Energy 1.4%