AO
CPSD

Advisor OS’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

Advisor OS’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 		$1.11M Hold
41,476
– – 0.07% 189
2026
Q1 		$1.07M Hold
41,476
– – 0.08% 178
2025
Q4 		$1.08M Hold
41,476
– – 0.09% 153
2025
Q3 		$1.06M Hold
41,476
– – 0.09% 144
2025
Q2 		$1.03M Hold
41,476
– – 0.1% 142
2025
Q1 		$991K Buy
+41,476
New +$1M 0.11% 127

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
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
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Advisor OS's CPSD Position: Q2 2026 in Review

Advisor OS held its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) position steady in Q2 2026 at 41,476 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #189.

Advisor OS first reported a position in CPSD in Q1 2025 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold CPSD as of Q2 2026.

  • Advisor OS held 41,476 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $1.11M as of Q2 2026.
  • Advisor OS left its Calamos S&P 500 Structured Alt Protection ETF - December share count unchanged in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - December made up 0.07% of Advisor OS's portfolio in Q2 2026, its #189 holding.
  • Advisor OS first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q1 2025 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.