Amplius Wealth Advisors’s Calamos Laddered S&P 500 Structured Alt Protection ETF CPSL Stock Holding History

Amplius Wealth Advisors’s Portfolio CPSL Stock Details CPSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$780K	Sell	27,588 -45,861	-62%	-$1.29M	0.05%	96
2026 Q2	$2.05M	Sell	73,449 -2,799	-4%	-$77.7K	0.15%	56
2026 Q1	$2.08M	Sell	76,248 -2,891	-4%	-$79K	0.17%	53
2025 Q4	$2.15M	Sell	79,139 -6,356	-7%	-$172K	0.18%	51
2025 Q3	$2.3M	Sell	85,495 -753,598	-90%	-$20M	0.2%	50
2025 Q2	$22.1M	Buy	839,093 +817,956	+3,870%	+$21M	2.05%	17
2025 Q1	$538K	Sell	21,137 -7,000	-25%	-$180K	0.06%	109
2024 Q4	$719K	Buy	28,137 +18,000	+178%	+$458K	0.07%	88
2024 Q3	$257K	Buy	+10,137	New	+$256K	0.03%	147

Other funds holding CPSL

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Amplius Wealth Advisors's CPSL Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) stake by 62% in Q3 2026, selling an estimated $1.29M and leaving 27,588 shares worth $780K. The position accounts for 0.05% of the portfolio, ranked #96.

Amplius Wealth Advisors first reported a position in CPSL in Q3 2024 and has held it in 9 quarters since. The position peaked at $22.1M in Q2 2025. 9 funds tracked by Wall St. Rank hold CPSL as of Q3 2026.

Amplius Wealth Advisors held 27,588 shares of Calamos Laddered S&P 500 Structured Alt Protection ETF worth $780K as of Q3 2026.
Amplius Wealth Advisors sold 45,861 Calamos Laddered S&P 500 Structured Alt Protection ETF shares in Q3 2026, an estimated $1.29M.
Calamos Laddered S&P 500 Structured Alt Protection ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q3 2026, its #96 holding.
Amplius Wealth Advisors first reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF in Q3 2024 and has held it in 9 quarters since.
Amplius Wealth Advisors's Calamos Laddered S&P 500 Structured Alt Protection ETF position peaked at $22.1M in Q2 2025.
9 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.