GWM
CPSL

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

Geneos Wealth Management’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 		$112K Hold
4,100
– – ﹤0.01% 1140
2025
Q4 		$112K Hold
4,100
– – ﹤0.01% 1118
2025
Q3 		$110K Buy
4,100
+3,700
+925% +$98.4K ﹤0.01% 1089
2025
Q2 		$10.5K Buy
+400
New +$10.3K ﹤0.01% 2308

Other funds holding CPSL

BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MA
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
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

Geneos Wealth Management's CPSL Position: Q1 2026 in Review

Geneos Wealth Management held its Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) position steady in Q1 2026 at 4,100 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Geneos Wealth Management first reported a position in CPSL in Q2 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold CPSL as of Q1 2026.

  • Geneos Wealth Management held 4,100 shares of Calamos Laddered S&P 500 Structured Alt Protection ETF worth $112K as of Q1 2026.
  • Geneos Wealth Management left its Calamos Laddered S&P 500 Structured Alt Protection ETF share count unchanged in Q1 2026.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1140 holding.
  • Geneos Wealth Management first reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF in Q2 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.