Truist discloses 3.7% stake in Calamos ETF

Truist Financial Corporation, as parent of Truist Advisory Services, Inc., filed an amended Schedule 13G reporting beneficial ownership of 34,562 shares of Calamos ETF Trust, equal to about 3.7% of the class as of 12/31/2025.

Accepted by SEC EDGAR 01/20/2026 - 03:20 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Truist Financial Corporation, as parent of Truist Advisory Services, Inc., filed an amended Schedule 13G reporting beneficial ownership of 34,562 shares of Calamos ETF Trust, equal to about 3.7% of the class as of 12/31/2025. Truist reports no sole or shared voting power over these shares, but sole dispositive power over the full 34,562 shares and no shared dispositive power.

The filing confirms this ownership represents 5 percent or less of the ETF’s outstanding shares and states that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake in Calamos ETF Trust does Truist Financial (TFC) report?

Truist Financial Corporation reports beneficial ownership of 34,562 shares of Calamos ETF Trust, representing about 3.7% of the class as of 12/31/2025.

Does Truist Financial (TFC) have voting power over its Calamos ETF Trust shares?

Truist reports 0 shares with sole voting power and 0 shares with shared voting power, indicating no voting authority over the reported holdings.

What dispositive power does Truist Financial (TFC) hold over Calamos ETF Trust shares?

Truist reports sole dispositive power over 34,562 shares of Calamos ETF Trust and no shared dispositive power.

Why did Truist Financial file this amended Schedule 13G for Calamos ETF Trust?

The amended Schedule 13G reflects Truist’s status as a parent holding company for Truist Advisory Services, Inc. and discloses its 3.7% beneficial ownership of Calamos ETF Trust as of 12/31/2025.

Is Truist Financial (TFC) seeking to influence control of Calamos ETF Trust?

The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of Calamos ETF Trust.

What type of reporting person is Truist in this Schedule 13G/A?

Truist Financial Corporation is described as a parent holding company for an affiliated registered investment adviser and is classified as IA in the cover information.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

Calamos ETF Trust

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

12811T407

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 12811T407

1

Names of Reporting Persons

TRUIST FINANCIAL CORP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NORTH CAROLINA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 34,562.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

34,562.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.7 %

12

Type of Reporting Person (See Instructions)

IA, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Calamos ETF Trust
(b)	Address of issuer's principal executive offices: 2020 CALAMOS COURT, 2020 CALAMOS COURT, NAPERVILLE, ILLINOIS, 60563.
Item 2.
(a)	Name of person filing: Truist Financial Corporation as Parent Holding Company for Truist Advisory Services, Inc. an affiliated Registered Investment Advisor
(b)	Address or principal business office or, if none, residence: 214 North Tryon Street Charlotte, NC 28202
(c)	Citizenship: Truist Financial Corporation is a North Carolina Corporation; Truist Advisory Services, Inc. is a Delaware Corporation
(d)	Title of class of securities: Exchange Traded Fund
(e)	CUSIP No.: 12811T407
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 34562
(b)	Percent of class: 3.736 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 34562
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

TRUIST FINANCIAL CORP

Signature:	Edward M. Kwiatkowski
Name/Title:	Vice President
Date:	01/20/2026