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
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 $28.2B AUM 21.78% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Grantvest Financial Group's CPSN Position: Q1 2026 in Review

Grantvest Financial Group held its Calamos S&P 500 Structured Alt Protection ETF - November (CPSN) position steady in Q1 2026 at 9,032 shares worth $242K. The position accounts for 0.16% of the portfolio, ranked #153.

Grantvest Financial Group first reported a position in CPSN in Q4 2025 and has held it in 2 quarters since. The position peaked at $243K in Q4 2025. 19 funds tracked by Wall St. Rank hold CPSN as of Q1 2026.

  • Grantvest Financial Group held 9,032 shares of Calamos S&P 500 Structured Alt Protection ETF - November worth $242K as of Q1 2026.
  • Grantvest Financial Group left its Calamos S&P 500 Structured Alt Protection ETF - November share count unchanged in Q1 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - November made up 0.16% of Grantvest Financial Group's portfolio in Q1 2026, its #153 holding.
  • Grantvest Financial Group first reported a position in Calamos S&P 500 Structured Alt Protection ETF - November in Q4 2025 and has held it in 2 quarters since.
  • Grantvest Financial Group's Calamos S&P 500 Structured Alt Protection ETF - November position peaked at $243K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - November as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.