BFS
CPSU

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

Burkett Financial Services’s Portfolio CPSU Stock Details CPSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25K Buy
+905
New +$24.9K 0.01% 138
2026
Q1 		– Sell
-4,266
Closed -$116K – 254
2025
Q4 		$116K Sell
4,266
-672
-14% -$18.1K 0.04% 67
2025
Q3 		$132K Hold
4,938
– – 0.05% 65
2025
Q2 		$130K Buy
+4,938
New +$129K 0.05% 59

Other funds holding CPSU

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Burkett Financial Services opened a new position in Calamos S&P 500 Structured Alt Protection ETF - June (CPSU) in Q2 2026: 905 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: Burkett Financial Services previously reported a position in CPSU as recently as Q4 2025.

Burkett Financial Services first reported a position in CPSU in Q2 2025 and has held it in 4 quarters since. The position peaked at $132K in Q3 2025. 8 funds tracked by Wall St. Rank hold CPSU as of Q2 2026.

  • Burkett Financial Services held 905 shares of Calamos S&P 500 Structured Alt Protection ETF - June worth $25K as of Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - June was a new Burkett Financial Services position in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - June made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #138 holding.
  • Burkett Financial Services first reported a position in Calamos S&P 500 Structured Alt Protection ETF - June in Q2 2025 and has held it in 4 quarters since.
  • Burkett Financial Services's Calamos S&P 500 Structured Alt Protection ETF - June position peaked at $132K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - June as of Q2 2026.

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