Burkett Financial Services
CPSL icon

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
Q3 		$21.8M Buy
772,621
+13,022
+2% +$367K 6.59% 7
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 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
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
TD Capital Management
TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return

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

Burkett Financial Services increased its Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) stake by 1.7% in Q3 2026, buying an estimated $367K and bringing the position to 772,621 shares worth $21.8M. The position accounts for 6.59% of the portfolio, ranked #7.

Burkett Financial Services first reported a position in CPSL in Q3 2024 and has held it in 9 quarters since. 30 funds tracked by Wall St. Rank hold CPSL as of Q3 2026.

  • Burkett Financial Services held 772,621 shares of Calamos Laddered S&P 500 Structured Alt Protection ETF worth $21.8M as of Q3 2026.
  • Burkett Financial Services bought 13,022 Calamos Laddered S&P 500 Structured Alt Protection ETF shares in Q3 2026, an estimated $367K.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF made up 6.59% of Burkett Financial Services's portfolio in Q3 2026, its #7 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 9 quarters since.
  • 30 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q3 2026.

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