APFP
CPSA

Action Point Financial Planning’s Calamos S&P 500 Structured Alt Protection ETF - August CPSA Stock Holding History

Action Point Financial Planning’s Portfolio CPSA Stock Details CPSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Buy
+7,894
New +$217K 0.02% 414

Other funds holding CPSA

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM

Action Point Financial Planning's CPSA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Calamos S&P 500 Structured Alt Protection ETF - August (CPSA) in Q2 2026: 7,894 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #414 among its holdings.

19 funds tracked by Wall St. Rank hold CPSA as of Q2 2026.

  • Action Point Financial Planning held 7,894 shares of Calamos S&P 500 Structured Alt Protection ETF - August worth $219K as of Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - August was a new Action Point Financial Planning position in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - August made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #414 holding.
  • 19 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - August as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.