Filing Research | CALAMOS LNG SHR EQT DYNAMIC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Shaker Financial Services, LLC	Shares	184.0KSH	$2.4M
2	TrueMark Investments, LLC	Shares	90.9KSH	$1.2M
3	Brookstone Capital Management	Shares	43.8KSH	$573.3K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.7KSH	$352.8K
5	Apollon Wealth Management, LLC	Shares	19.7KSH	$257.2K
6	AdvisorNet Financial, Inc	Shares	2.4KSH	$31.7K
7	SALEM INVESTMENT COUNSELORS INC	Shares	1.1KSH	$15.0K
8	Farther Finance Advisors, LLC	Shares	741SH	$9.7K
9	Spire Wealth Management	Shares	600SH	$7.9K
10	HIGHLINE WEALTH PARTNERS LLC	Shares	200SH	$2.6K

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	Shaker Financial Services, LLC added	Shares	+60.1K	+$724.9K	$2.4M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+13.3K	+$168.9K	$352.8K
3	Brookstone Capital Management added	Shares	+5.6K	+$54.2K	$573.3K
4	TrueMark Investments, LLC added	Shares	+6.0K	+$36.9K	$1.2M
5	Farther Finance Advisors, LLC new	Shares	+741	+$9.7K	$9.7K
6	Spire Wealth Management added	Shares	+185	+$2.2K	$7.9K
7	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$98	$2.6K
8	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$564	$15.0K
9	AdvisorNet Financial, Inc unchanged	Shares	0	-$1.2K	$31.7K
10	Apollon Wealth Management, LLC unchanged	Shares	0	-$9.6K	$257.2K
11	B. Riley Wealth Advisors, Inc. exited	Shares	-14.3K	-$189.0K	$0

Filing Research | CALAMOS LNG SHR EQT DYNAMIC Institutional Holdings