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
Q2 		$161K Buy
5,750
+1,650
+40% +$45.8K ﹤0.01% 1069
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 $7.43B AUM 24.49% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAAG
Innovative Asset Advisors Group Shelton, Connecticut $229M AUM
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 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: Q2 2026 in Review

Geneos Wealth Management increased its Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) stake by 40% in Q2 2026, buying an estimated $45.8K and bringing the position to 5,750 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Geneos Wealth Management first reported a position in CPSL in Q2 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold CPSL as of Q2 2026.

  • Geneos Wealth Management held 5,750 shares of Calamos Laddered S&P 500 Structured Alt Protection ETF worth $161K as of Q2 2026.
  • Geneos Wealth Management bought 1,650 Calamos Laddered S&P 500 Structured Alt Protection ETF shares in Q2 2026, an estimated $45.8K.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1069 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 5 quarters since.
  • 33 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.