LWP
CPSO

LeClair Wealth Partners’s Calamos S&P 500 Structured Alt Protection ETF - October CPSO Stock Holding History

LeClair Wealth Partners’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
Q2 		– Sell
-30,803
Closed -$832K – 220
2026
Q1 		$832K Buy
+30,803
New +$836K 0.29% 39

Other funds holding CPSO

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LeClair Wealth Partners's CPSO Position: Q2 2026 in Review

LeClair Wealth Partners sold out of Calamos S&P 500 Structured Alt Protection ETF - October (CPSO) in Q2 2026, closing a stake of 30,803 shares — an estimated $832K sold.

LeClair Wealth Partners first reported a position in CPSO in Q1 2026 and held it in 1 quarter. The position peaked at $832K in Q1 2026. 20 funds tracked by Wall St. Rank hold CPSO as of Q2 2026.

  • LeClair Wealth Partners reported no remaining Calamos S&P 500 Structured Alt Protection ETF - October position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 30,803 Calamos S&P 500 Structured Alt Protection ETF - October shares in Q2 2026, an estimated $832K.
  • LeClair Wealth Partners first reported a position in Calamos S&P 500 Structured Alt Protection ETF - October in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's Calamos S&P 500 Structured Alt Protection ETF - October position peaked at $832K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - October as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.