Burkett Financial Services
CPSF icon

Burkett Financial Services’s Calamos S&P 500 Structured Alt Protection ETF - February CPSF Stock Holding History

Burkett Financial Services’s Portfolio CPSF Stock Details CPSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.6K Hold
775
– – 0.01% 247
2026
Q2 		$20.3K Hold
775
– – 0.01% 150
2026
Q1 		$19.8K Buy
+775
New +$19.9K 0.01% 147

Other funds holding CPSF

Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Stolz & Associates
Stolz & Associates Tacoma, Washington $171M AUM 9.15% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
New England Capital Financial Advisors
New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Burkett Financial Services's CPSF Position: Q3 2026 in Review

Burkett Financial Services held its Calamos S&P 500 Structured Alt Protection ETF - February (CPSF) position steady in Q3 2026 at 775 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #247.

Burkett Financial Services first reported a position in CPSF in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold CPSF as of Q3 2026.

  • Burkett Financial Services held 775 shares of Calamos S&P 500 Structured Alt Protection ETF - February worth $20.6K as of Q3 2026.
  • Burkett Financial Services left its Calamos S&P 500 Structured Alt Protection ETF - February share count unchanged in Q3 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - February made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #247 holding.
  • Burkett Financial Services first reported a position in Calamos S&P 500 Structured Alt Protection ETF - February in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - February as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.