APFP
CPSR

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

Action Point Financial Planning’s Portfolio CPSR Stock Details CPSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$152K Buy
+5,880
New +$151K 0.02% 500

Other funds holding CPSR

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
SA
Stolz & Associates Tacoma, Washington $160M AUM
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Calamos S&P 500 Structured Alt Protection ETF - March (CPSR) in Q2 2026: 5,880 shares worth $152K. The stake represents 0.02% of the portfolio and ranks #500 among its holdings.

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

  • Action Point Financial Planning held 5,880 shares of Calamos S&P 500 Structured Alt Protection ETF - March worth $152K as of Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - March was a new Action Point Financial Planning position in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - March made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #500 holding.
  • 19 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - March as of Q2 2026.

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