AFP
CPSL

ATX Financial Planning’s Calamos Laddered S&P 500 Structured Alt Protection ETF CPSL Stock Holding History

ATX Financial Planning’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
Q1 		– Sell
-12,389
Closed -$337K – 95
2025
Q4 		$337K Buy
+12,389
New +$335K 0.26% 71

Other funds holding CPSL

BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

ATX Financial Planning's CPSL Position: Q1 2026 in Review

ATX Financial Planning sold out of Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) in Q1 2026, closing a stake of 12,389 shares — an estimated $337K sold.

ATX Financial Planning first reported a position in CPSL in Q4 2025 and held it in 1 quarter. The position peaked at $337K in Q4 2025. 29 funds tracked by Wall St. Rank hold CPSL as of Q1 2026.

  • ATX Financial Planning reported no remaining Calamos Laddered S&P 500 Structured Alt Protection ETF position as of Q1 2026 after selling out during the quarter.
  • ATX Financial Planning sold 12,389 Calamos Laddered S&P 500 Structured Alt Protection ETF shares in Q1 2026, an estimated $337K.
  • ATX Financial Planning first reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF in Q4 2025 and held it in 1 quarter.
  • ATX Financial Planning's Calamos Laddered S&P 500 Structured Alt Protection ETF position peaked at $337K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.