BFS
CPSL

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

Burkett Financial Services’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
Q2 		$21.2M Buy
759,599
+19,289
+3% +$535K 6.64% 6
2026
Q1 		$20.2M Buy
740,310
+19,858
+3% +$543K 6.91% 5
2025
Q4 		$19.6M Buy
720,452
+1,322
+0.2% +$35.7K 6.69% 6
2025
Q3 		$19.3M Buy
719,130
+12,252
+2% +$326K 6.65% 6
2025
Q2 		$18.6M Buy
706,878
+267
+0% +$6.86K 6.7% 6
2025
Q1 		$18M Buy
706,611
+57,848
+9% +$1.48M 7.32% 6
2024
Q4 		$16.6M Buy
648,763
+57,937
+10% +$1.48M 6.78% 6
2024
Q3 		$15M Buy
+590,826
New +$14.9M 6.19% 7

Other funds holding CPSL

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Burkett Financial Services's CPSL Position: Q2 2026 in Review

Burkett Financial Services increased its Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) stake by 2.6% in Q2 2026, buying an estimated $535K and bringing the position to 759,599 shares worth $21.2M. The position accounts for 6.64% of the portfolio, ranked #6.

Burkett Financial Services first reported a position in CPSL in Q3 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold CPSL as of Q2 2026.

  • Burkett Financial Services held 759,599 shares of Calamos Laddered S&P 500 Structured Alt Protection ETF worth $21.2M as of Q2 2026.
  • Burkett Financial Services bought 19,289 Calamos Laddered S&P 500 Structured Alt Protection ETF shares in Q2 2026, an estimated $535K.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF made up 6.64% of Burkett Financial Services's portfolio in Q2 2026, its #6 holding.
  • Burkett Financial Services first reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF in Q3 2024 and has held it in 8 quarters since.
  • 6 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.