Truist (TFC) files amendment showing 54,280 Calamos ETF shares, 8.35% stake

Rhea-AI Filing Summary

Truist Financial Corporation reports beneficial ownership of 54,280 shares of an Exchange Traded Fund issued by Calamos ETF Trust, representing 8.35% of the class as of 06/30/2026. The filing shows sole dispositive power for 54,280 shares and no voting power.

Insights

Institutional Ownership Analyst

Truist reports an 8.35% holding with dispositive but not voting power.

Truist Financial Corporation is shown as beneficial owner of 54,280 shares of the Calamos ETF Trust as of 06/30/2026. The entry lists 0 sole and shared voting power and 54,280 sole dispositive power.

Holder intentions and trading plans are not disclosed here; subsequent filings would state changes in voting or disposition. Regulatory filing amendments like SCHEDULE 13G/A update ownership snapshots rather than operational decisions.

Key Figures

Amount beneficially owned: 54,280 shares Percent of class: 8.35% Sole voting power: 0 +3 more

6 metrics

Amount beneficially owned 54,280 shares Amount beneficially owned as reported

Percent of class 8.35% Percent of class as reported

Sole voting power 0 Number of shares with sole voting power

Sole dispositive power 54,280 Number of shares with sole power to dispose

Filing snapshot date 06/30/2026 Date shown near top of filing

Signature date 07/08/2026 Signed by Edward M. Kwiatkowski, Vice President

Key Terms

SCHEDULE 13G/A, Sole dispositive power, CUSIP

3 terms

SCHEDULE 13G/A regulatory

"Item 2. (a) Name of person filing: Truist Financial Corporation"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Sole dispositive power regulatory

"7 | Sole Dispositive Power 54,280.00 8 | Shared Dispositive Power 0.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

CUSIP financial

"CUSIP No.: 12811T308"

A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

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

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Available on EDGAR 07/08/2026 - 07:19 PM Accepted by SEC EDGAR 07/08/2026 - 10:08 AM Learn about SEC filing dates

FAQ

What does Truist's SCHEDULE 13G/A filing report for TFC?

It reports beneficial ownership of 54,280 shares of a Calamos ETF representing 8.35%. The filing lists voting and dispositive powers, with sole dispositive power for 54,280 shares and no voting power.

Does Truist have voting control over the Calamos ETF shares?

No; the filing reports 0 sole and 0 shared voting power. It records only dispositive authority: sole dispositive power for 54,280 shares, meaning voting rights are not held by the filer per this excerpt.

What percentage of the class does Truist own according to the filing?

The filing states Truist beneficially owns 8.35% of the class, tied to 54,280 shares as listed under Amount Beneficially Owned. The record is anchored to 06/30/2026.

When was the Schedule 13G/A signed and what dates are shown?

The signature on the amendment is dated 07/08/2026. The filing content also includes the ownership snapshot dated 06/30/2026, which anchors the reported share and percentage figures.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

Calamos ETF Trust

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

12811T308

(CUSIP Number)

06/30/2026

(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)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 12811T308

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 54,280.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

54,280.00

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)

8.4 %

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.: 12811T308
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: 54280
(b)	Percent of class: 8.35 %
(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: 54280
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
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:	07/08/2026