BFG
CPSD

Berger Financial Group’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

Berger Financial Group’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
2025
Q1 		– Sell
-28,594
Closed -$691K – 443
2024
Q4 		$691K Buy
+28,594
New +$692K 0.05% 213

Other funds holding CPSD

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 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 $377B AUM 19.32% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Berger Financial Group's CPSD Position: Q1 2025 in Review

Berger Financial Group sold out of Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) in Q1 2025, closing a stake of 28,594 shares — an estimated $691K sold.

Berger Financial Group first reported a position in CPSD in Q4 2024 and held it in 1 quarter. The position peaked at $691K in Q4 2024. 27 funds tracked by Wall St. Rank hold CPSD as of Q1 2025.

  • Berger Financial Group reported no remaining Calamos S&P 500 Structured Alt Protection ETF - December position as of Q1 2025 after selling out during the quarter.
  • Berger Financial Group sold 28,594 Calamos S&P 500 Structured Alt Protection ETF - December shares in Q1 2025, an estimated $691K.
  • Berger Financial Group first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q4 2024 and held it in 1 quarter.
  • Berger Financial Group's Calamos S&P 500 Structured Alt Protection ETF - December position peaked at $691K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.