Greenberg Financial Group
CPST icon

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

Greenberg Financial Group’s Portfolio CPST Stock Details CPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,425
Closed -$237K – 154
2025
Q3 		$237K Buy
+8,425
New +$223K 0.08% 113

Other funds holding CPST

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Camelot Portfolios
Camelot Portfolios Maumee, Ohio $136M AUM 8.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

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

Greenberg Financial Group sold out of Calamos S&P 500 Structured Alt Protection ETF - September (CPST) in Q4 2025, closing a stake of 8,425 shares — an estimated $237K sold.

Greenberg Financial Group first reported a position in CPST in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 19 funds tracked by Wall St. Rank hold CPST as of Q4 2025.

  • Greenberg Financial Group reported no remaining Calamos S&P 500 Structured Alt Protection ETF - September position as of Q4 2025 after selling out during the quarter.
  • Greenberg Financial Group sold 8,425 Calamos S&P 500 Structured Alt Protection ETF - September shares in Q4 2025, an estimated $237K.
  • Greenberg Financial Group first reported a position in Calamos S&P 500 Structured Alt Protection ETF - September in Q3 2025 and held it in 1 quarter.
  • Greenberg Financial Group's Calamos S&P 500 Structured Alt Protection ETF - September position peaked at $237K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - September as of Q4 2025.

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