GWANC
CPSL

Guardian Wealth Advisors (North Carolina)’s Calamos Laddered S&P 500 Structured Alt Protection ETF CPSL Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio CPSL Stock Details CPSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.5K Buy
+1,157
New +$31.6K ﹤0.01% 468

Other funds holding CPSL

BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CPSL Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) in Q1 2026: 1,157 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings.

29 funds tracked by Wall St. Rank hold CPSL as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,157 shares of Calamos Laddered S&P 500 Structured Alt Protection ETF worth $31.5K as of Q1 2026.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #468 holding.
  • 29 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.