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CPSL

Legacy Investment Solutions’s Calamos Laddered S&P 500 Structured Alt Protection ETF CPSL Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$50.3K Buy
+1,911
New +$49.1K 0.03% 158
2024
Q4 		$269K Sell
10,426
-1,831
-15% -$46.6K 0.17% 64
2024
Q3 		$313K Buy
+12,257
New +$309K 0.18% 52

Other funds holding CPSL

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Legacy Investment Solutions's CPSL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) in Q2 2025: 1,911 shares worth $50.3K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CPSL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CPSL in Q3 2024 and has held it in 3 quarters since. The position peaked at $313K in Q3 2024. 19 funds tracked by Wall St. Rank hold CPSL as of Q2 2025.

  • Legacy Investment Solutions held 1,911 shares of Calamos Laddered S&P 500 Structured Alt Protection ETF worth $50.3K as of Q2 2025.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #158 holding.
  • Legacy Investment Solutions first reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Calamos Laddered S&P 500 Structured Alt Protection ETF position peaked at $313K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.