CA
CPSD

Claro Advisors’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

Claro Advisors’s Portfolio CPSD Stock Details CPSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$425K Sell
16,386
-200
-1% -$5.21K 0.05% 277
2025
Q4 		$432K Sell
16,586
-365
-2% -$9.41K 0.06% 253
2025
Q3 		$433K Sell
16,951
-940
-5% -$23.6K 0.06% 250
2025
Q2 		$444K Sell
17,891
-1,262
-7% -$30.6K 0.07% 223
2025
Q1 		$458K Sell
19,153
-690
-3% -$16.7K 0.06% 287
2024
Q4 		$480K Buy
+19,843
New +$480K 0.06% 253

Other funds holding CPSD

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Stolz & Associates Tacoma, Washington $143M AUM
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Claro Advisors's CPSD Position: Q1 2026 in Review

Claro Advisors reduced its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) stake by 1.2% in Q1 2026, selling an estimated $5.21K and leaving 16,386 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #277.

Claro Advisors first reported a position in CPSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $480K in Q4 2024. 31 funds tracked by Wall St. Rank hold CPSD as of Q1 2026.

  • Claro Advisors held 16,386 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $425K as of Q1 2026.
  • Claro Advisors sold 200 Calamos S&P 500 Structured Alt Protection ETF - December shares in Q1 2026, an estimated $5.21K.
  • Calamos S&P 500 Structured Alt Protection ETF - December made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #277 holding.
  • Claro Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q4 2024 and has held it in 6 quarters since.
  • Claro Advisors's Calamos S&P 500 Structured Alt Protection ETF - December position peaked at $480K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.