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

Action Point Financial Planning’s Portfolio CPST Stock Details CPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$581K	Buy	20,653 +602	+3%	+$16.9K	0.06%	245
2026 Q2	$558K	Buy	+20,051	New	+$553K	0.06%	244

Other funds holding CPST

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $136M AUM 8.93% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.25B AUM

Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 1-Year Est. Return

Action Point Financial Planning's CPST Position: Q3 2026 in Review

Action Point Financial Planning increased its Calamos S&P 500 Structured Alt Protection ETF - September (CPST) stake by 3% in Q3 2026, buying an estimated $16.9K and bringing the position to 20,653 shares worth $581K. The position accounts for 0.06% of the portfolio, ranked #245.

Action Point Financial Planning first reported a position in CPST in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold CPST as of Q3 2026.

Action Point Financial Planning held 20,653 shares of Calamos S&P 500 Structured Alt Protection ETF - September worth $581K as of Q3 2026.
Action Point Financial Planning bought 602 Calamos S&P 500 Structured Alt Protection ETF - September shares in Q3 2026, an estimated $16.9K.
Calamos S&P 500 Structured Alt Protection ETF - September made up 0.06% of Action Point Financial Planning's portfolio in Q3 2026, its #245 holding.
Action Point Financial Planning first reported a position in Calamos S&P 500 Structured Alt Protection ETF - September in Q2 2026 and has held it in 2 quarters since.
20 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - September as of Q3 2026.

Based on Action Point Financial Planning's 13F filing for Q3 2026, filed 13 Nov 2026.