AO
CPSN

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

Advisor OS’s Portfolio CPSN Stock Details CPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Sell
39,361
-65
-0.2% -$1.75K 0.08% 179
2025
Q4 		$1.06M Hold
39,426
– – 0.09% 156
2025
Q3 		$1.05M Hold
39,426
– – 0.09% 147
2025
Q2 		$1.03M Hold
39,426
– – 0.1% 144
2025
Q1 		$995K Hold
39,426
– – 0.11% 126
2024
Q4 		$997K Buy
+39,426
New +$997K 0.12% 121

Other funds holding CPSN

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Advisor OS's CPSN Position: Q1 2026 in Review

Advisor OS reduced its Calamos S&P 500 Structured Alt Protection ETF - November (CPSN) stake by 0.16% in Q1 2026, selling an estimated $1.75K and leaving 39,361 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #179.

Advisor OS first reported a position in CPSN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2025. 19 funds tracked by Wall St. Rank hold CPSN as of Q1 2026.

  • Advisor OS held 39,361 shares of Calamos S&P 500 Structured Alt Protection ETF - November worth $1.05M as of Q1 2026.
  • Advisor OS sold 65 Calamos S&P 500 Structured Alt Protection ETF - November shares in Q1 2026, an estimated $1.75K.
  • Calamos S&P 500 Structured Alt Protection ETF - November made up 0.08% of Advisor OS's portfolio in Q1 2026, its #179 holding.
  • Advisor OS first reported a position in Calamos S&P 500 Structured Alt Protection ETF - November in Q4 2024 and has held it in 6 quarters since.
  • Advisor OS's Calamos S&P 500 Structured Alt Protection ETF - November position peaked at $1.06M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - November as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.