Creative Financial Designs’s Calamos S&P 500 Structured Alt Protection ETF - January CPSY Stock Holding History

Creative Financial Designs’s Portfolio CPSY Stock Details CPSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.68K	Hold	147	–	–	﹤0.01%	1658
2025 Q4	$3.69K	Sell	147 -1	-0.7%	-$25	﹤0.01%	1582
2025 Q3	$3.65K	Hold	148	–	–	﹤0.01%	1595
2025 Q2	$3.57K	Buy	+148	New	+$3.5K	﹤0.01%	1584

Other funds holding CPSY

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SFP

Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Financial Designs's CPSY Position: Q1 2026 in Review

Creative Financial Designs held its Calamos S&P 500 Structured Alt Protection ETF - January (CPSY) position steady in Q1 2026 at 147 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Creative Financial Designs first reported a position in CPSY in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.69K in Q4 2025. 17 funds tracked by Wall St. Rank hold CPSY as of Q1 2026.

Creative Financial Designs held 147 shares of Calamos S&P 500 Structured Alt Protection ETF - January worth $3.68K as of Q1 2026.
Creative Financial Designs left its Calamos S&P 500 Structured Alt Protection ETF - January share count unchanged in Q1 2026.
Calamos S&P 500 Structured Alt Protection ETF - January made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1658 holding.
Creative Financial Designs first reported a position in Calamos S&P 500 Structured Alt Protection ETF - January in Q2 2025 and has held it in 4 quarters since.
Creative Financial Designs's Calamos S&P 500 Structured Alt Protection ETF - January position peaked at $3.69K in Q4 2025.
17 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - January as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.