APFP
CPSL

Action Point Financial Planning’s Calamos Laddered S&P 500 Structured Alt Protection ETF CPSL Stock Holding History

Action Point Financial Planning’s Portfolio CPSL Stock Details CPSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.68K Buy
+60
New +$1.67K ﹤0.01% 2316

Other funds holding CPSL

BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAAG
Innovative Asset Advisors Group Shelton, Connecticut $229M AUM
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) in Q2 2026: 60 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #2316 among its holdings.

33 funds tracked by Wall St. Rank hold CPSL as of Q2 2026.

  • Action Point Financial Planning held 60 shares of Calamos Laddered S&P 500 Structured Alt Protection ETF worth $1.68K as of Q2 2026.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF was a new Action Point Financial Planning position in Q2 2026.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2316 holding.
  • 33 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q2 2026.

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