Crown Wealth Group’s Calamos Laddered S&P 500 Structured Alt Protection ETF CPSL Stock Holding History

Crown Wealth Group’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 Q1	–	Sell	-13,261	Closed	-$361K	–	161
2025 Q4	$361K	Buy	13,261 +2,006	+18%	+$54.2K	0.1%	85
2025 Q3	$302K	Buy	+11,255	New	+$299K	0.09%	87
2025 Q1	–	Sell	-173,723	Closed	-$4.44M	–	128
2024 Q4	$4.44M	Buy	+173,723	New	+$4.42M	1.81%	14

Other funds holding CPSL

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Crown Wealth Group's CPSL Position: Q1 2026 in Review

Crown Wealth Group sold out of Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) in Q1 2026, closing a stake of 13,261 shares — an estimated $361K sold.

Crown Wealth Group first reported a position in CPSL in Q4 2024 and held it in 3 quarters. The position peaked at $4.44M in Q4 2024. 29 funds tracked by Wall St. Rank hold CPSL as of Q1 2026.

Crown Wealth Group reported no remaining Calamos Laddered S&P 500 Structured Alt Protection ETF position as of Q1 2026 after selling out during the quarter.
Crown Wealth Group sold 13,261 Calamos Laddered S&P 500 Structured Alt Protection ETF shares in Q1 2026, an estimated $361K.
Crown Wealth Group first reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF in Q4 2024 and held it in 3 quarters.
Crown Wealth Group's Calamos Laddered S&P 500 Structured Alt Protection ETF position peaked at $4.44M in Q4 2024.
29 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.