GFG
CPSN

Grantvest Financial Group’s Calamos S&P 500 Structured Alt Protection ETF - November CPSN Stock Holding History

Grantvest Financial Group’s Portfolio CPSN Stock Details CPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,032
Closed -$242K – 194
2026
Q1 		$242K Hold
9,032
– – 0.16% 153
2025
Q4 		$243K Buy
+9,032
New +$242K 0.16% 146

Other funds holding CPSN

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Grantvest Financial Group's CPSN Position: Q2 2026 in Review

Grantvest Financial Group sold out of Calamos S&P 500 Structured Alt Protection ETF - November (CPSN) in Q2 2026, closing a stake of 9,032 shares — an estimated $242K sold.

Grantvest Financial Group first reported a position in CPSN in Q4 2025 and held it in 2 quarters. The position peaked at $243K in Q4 2025. 17 funds tracked by Wall St. Rank hold CPSN as of Q2 2026.

  • Grantvest Financial Group reported no remaining Calamos S&P 500 Structured Alt Protection ETF - November position as of Q2 2026 after selling out during the quarter.
  • Grantvest Financial Group sold 9,032 Calamos S&P 500 Structured Alt Protection ETF - November shares in Q2 2026, an estimated $242K.
  • Grantvest Financial Group first reported a position in Calamos S&P 500 Structured Alt Protection ETF - November in Q4 2025 and held it in 2 quarters.
  • Grantvest Financial Group's Calamos S&P 500 Structured Alt Protection ETF - November position peaked at $243K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - November as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.