APFP
CPSD

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

Action Point Financial Planning’s Portfolio CPSD Stock Details CPSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7K Buy
+625
New +$16.6K ﹤0.01% 1208

Other funds holding CPSD

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
SA
Stolz & Associates Tacoma, Washington $160M AUM
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) in Q2 2026: 625 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #1208 among its holdings.

34 funds tracked by Wall St. Rank hold CPSD as of Q2 2026.

  • Action Point Financial Planning held 625 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $16.7K as of Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - December was a new Action Point Financial Planning position in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - December made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1208 holding.
  • 34 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q2 2026.

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