LWMI
CPSL

Legacy Wealth Management (Idaho)’s Calamos Laddered S&P 500 Structured Alt Protection ETF CPSL Stock Holding History

Legacy Wealth Management (Idaho)’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 		$52K Hold
1,911
– – 0.03% 257
2025
Q4 		$52K Hold
1,911
– – 0.02% 211
2025
Q3 		$51.3K Hold
1,911
– – 0.02% 173
2025
Q2 		$50.3K Sell
1,911
-5
-0.3% -$129 0.03% 158
2025
Q1 		$48.7K Sell
1,916
-8,510
-82% -$218K 0.03% 140
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

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

Legacy Wealth Management (Idaho)'s CPSL Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) position steady in Q1 2026 at 1,911 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #257.

Legacy Wealth Management (Idaho) first reported a position in CPSL in Q3 2024 and has held it in 7 quarters since. The position peaked at $313K in Q3 2024. 29 funds tracked by Wall St. Rank hold CPSL as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,911 shares of Calamos Laddered S&P 500 Structured Alt Protection ETF worth $52K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Calamos Laddered S&P 500 Structured Alt Protection ETF share count unchanged in Q1 2026.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF made up 0.03% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #257 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Calamos Laddered S&P 500 Structured Alt Protection ETF position peaked at $313K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.