Greenberg Financial Group
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Greenberg Financial Group’s Calamos S&P 500 Structured Alt Protection ETF - February CPSF Stock Holding History

Greenberg Financial Group’s Portfolio CPSF Stock Details CPSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$337K Sell
13,169
-380
-3% -$9.6K 0.14% 75
2025
Q3 		$361K Sell
13,549
-790
-6% -$19.7K 0.13% 86
2025
Q2 		$376K Sell
14,339
-270
-2% -$6.5K 0.14% 78
2025
Q1 		$374K Buy
+14,609
New +$351K 0.15% 69

Other funds holding CPSF

Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Camelot Portfolios
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Greenberg Financial Group's CPSF Position: Q4 2025 in Review

Greenberg Financial Group reduced its Calamos S&P 500 Structured Alt Protection ETF - February (CPSF) stake by 2.8% in Q4 2025, selling an estimated $9.6K and leaving 13,169 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #75.

Greenberg Financial Group first reported a position in CPSF in Q1 2025 and has held it in 4 quarters since. The position peaked at $376K in Q2 2025. 21 funds tracked by Wall St. Rank hold CPSF as of Q4 2025.

  • Greenberg Financial Group held 13,169 shares of Calamos S&P 500 Structured Alt Protection ETF - February worth $337K as of Q4 2025.
  • Greenberg Financial Group sold 380 Calamos S&P 500 Structured Alt Protection ETF - February shares in Q4 2025, an estimated $9.6K.
  • Calamos S&P 500 Structured Alt Protection ETF - February made up 0.14% of Greenberg Financial Group's portfolio in Q4 2025, its #75 holding.
  • Greenberg Financial Group first reported a position in Calamos S&P 500 Structured Alt Protection ETF - February in Q1 2025 and has held it in 4 quarters since.
  • Greenberg Financial Group's Calamos S&P 500 Structured Alt Protection ETF - February position peaked at $376K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - February as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.