Calamos Wealth Management LLC

Holdings History for Calamos Aksia Private Equity & Alternatives Fund - Class I

Investment type: Equity / Class I
Latest Disclosed Shares Owned: 5,357,629 shares
Security Ownership %: 17%

Calamos Wealth Management LLC ownership in Calamos Aksia Private Equity & Alternatives Fund Class I

04 Mar 2026 - Calamos Wealth Management LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 5,357,629 shares of Calamos Aksia Private Equity & Alternatives Fund Class I. This represents 17% ownership of the company. In their previous filing dated 04 Feb 2026, Calamos Wealth Management LLC had reported owning 5,014,139 shares, indicating an increase of +6.9%. .

Reporting Name	Ownership %	Change	Shares owned	Change	Activity %	Form	Report date	Filing time
Calamos Wealth Management LLC	17%	+3.5%	5,357,629	+343,490	+6.9%	13G/A	27 Feb 2026	04 Mar 2026, 10:28
Calamos Wealth Management LLC	17%	0%	5,014,139	+182,057	+3.8%	13G/A	30 Jan 2026	04 Feb 2026, 15:23
Calamos Wealth Management LLC	17%	-5%	4,832,082	+367,586	+8.2%	13G/A	31 Dec 2025	14 Jan 2026, 09:43
Calamos Wealth Management LLC	18%	-3.9%	4,464,496	+95,172	+2.2%	13G/A	31 Oct 2025	12 Nov 2025, 09:49
Calamos Wealth Management LLC	18%	+3.9%	4,369,324	+398,192	+10%	13G/A	30 Sep 2025	07 Oct 2025, 09:55
Calamos Wealth Management LLC	18%	-7.4%	3,971,132	+170,483	+4.5%	13G/A	29 Aug 2025	02 Sep 2025, 17:24
Calamos Wealth Management LLC	19%		3,800,649			13G	31 Jul 2025	05 Aug 2025, 13:21