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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.6M Buy
706,878
+267
+0% +$7.03K 6.7% 6
2025
Q1 		$18M Buy
706,611
+57,848
+9% +$1.47M 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 +$15M 6.19% 7