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 Q2	–	Sell	-147	Closed	-$3.68K	–	2352
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 $30.1B AUM 30.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SFP

Sterling Financial Planning Sparta, New Jersey $368M AUM 22.51% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

TrustBank Olney, Illinois $295M AUM

Creative Financial Designs's CPSY Position: Q2 2026 in Review

Creative Financial Designs sold out of Calamos S&P 500 Structured Alt Protection ETF - January (CPSY) in Q2 2026, closing a stake of 147 shares — an estimated $3.68K sold.

Creative Financial Designs first reported a position in CPSY in Q2 2025 and held it in 4 quarters. The position peaked at $3.69K in Q4 2025. 20 funds tracked by Wall St. Rank hold CPSY as of Q2 2026.

Creative Financial Designs reported no remaining Calamos S&P 500 Structured Alt Protection ETF - January position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 147 Calamos S&P 500 Structured Alt Protection ETF - January shares in Q2 2026, an estimated $3.68K.
Creative Financial Designs first reported a position in Calamos S&P 500 Structured Alt Protection ETF - January in Q2 2025 and held it in 4 quarters.
Creative Financial Designs's Calamos S&P 500 Structured Alt Protection ETF - January position peaked at $3.69K in Q4 2025.
20 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - January as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.