GFG
CPSO

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

Grantvest Financial Group’s Portfolio CPSO Stock Details CPSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$396K Sell
14,679
-2,116
-13% -$57.4K 0.26% 96
2025
Q4 		$455K Buy
+16,795
New +$452K 0.29% 85

Other funds holding CPSO

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Grantvest Financial Group reduced its Calamos S&P 500 Structured Alt Protection ETF - October (CPSO) stake by 13% in Q1 2026, selling an estimated $57.4K and leaving 14,679 shares worth $396K. The position accounts for 0.26% of the portfolio, ranked #96.

Grantvest Financial Group first reported a position in CPSO in Q4 2025 and has held it in 2 quarters since. The position peaked at $455K in Q4 2025. 20 funds tracked by Wall St. Rank hold CPSO as of Q1 2026.

  • Grantvest Financial Group held 14,679 shares of Calamos S&P 500 Structured Alt Protection ETF - October worth $396K as of Q1 2026.
  • Grantvest Financial Group sold 2,116 Calamos S&P 500 Structured Alt Protection ETF - October shares in Q1 2026, an estimated $57.4K.
  • Calamos S&P 500 Structured Alt Protection ETF - October made up 0.26% of Grantvest Financial Group's portfolio in Q1 2026, its #96 holding.
  • Grantvest Financial Group first reported a position in Calamos S&P 500 Structured Alt Protection ETF - October in Q4 2025 and has held it in 2 quarters since.
  • Grantvest Financial Group's Calamos S&P 500 Structured Alt Protection ETF - October position peaked at $455K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - October as of Q1 2026.

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