APFP
CPST

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
Q2 		$558K Buy
+20,051
New +$553K 0.06% 244

Other funds holding CPST

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Calamos S&P 500 Structured Alt Protection ETF - September (CPST) in Q2 2026: 20,051 shares worth $558K. The stake represents 0.06% of the portfolio and ranks #244 among its holdings.

18 funds tracked by Wall St. Rank hold CPST as of Q2 2026.

  • Action Point Financial Planning held 20,051 shares of Calamos S&P 500 Structured Alt Protection ETF - September worth $558K as of Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - September was a new Action Point Financial Planning position in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - September made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #244 holding.
  • 18 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - September as of Q2 2026.

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