Blue Trust Inc
CPSL icon

Blue Trust Inc’s Calamos Laddered S&P 500 Structured Alt Protection ETF CPSL Stock Holding History

Blue Trust Inc’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 		– Sell
-4,363
Closed -$122K – 2814
2026
Q2 		$122K Buy
+4,363
New +$121K ﹤0.01% 954

Other funds holding CPSL

Burkett Financial Services
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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Family Office Research
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Blue Trust Inc's CPSL Position: Q3 2026 in Review

Blue Trust Inc sold out of Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) in Q3 2026, closing a stake of 4,363 shares — an estimated $122K sold.

Blue Trust Inc first reported a position in CPSL in Q2 2026 and held it in 1 quarter. The position peaked at $122K in Q2 2026. 8 funds tracked by Wall St. Rank hold CPSL as of Q3 2026.

  • Blue Trust Inc reported no remaining Calamos Laddered S&P 500 Structured Alt Protection ETF position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 4,363 Calamos Laddered S&P 500 Structured Alt Protection ETF shares in Q3 2026, an estimated $122K.
  • Blue Trust Inc first reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF in Q2 2026 and held it in 1 quarter.
  • Blue Trust Inc's Calamos Laddered S&P 500 Structured Alt Protection ETF position peaked at $122K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.