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
Q2 		– Sell
-1,911
Closed -$52K – 1020
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 $7.43B AUM 24.49% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAAG
Innovative Asset Advisors Group Shelton, Connecticut $229M AUM
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 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: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) in Q2 2026, closing a stake of 1,911 shares — an estimated $52K sold.

Legacy Wealth Management (Idaho) first reported a position in CPSL in Q3 2024 and held it in 7 quarters. The position peaked at $313K in Q3 2024. 33 funds tracked by Wall St. Rank hold CPSL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Calamos Laddered S&P 500 Structured Alt Protection ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,911 Calamos Laddered S&P 500 Structured Alt Protection ETF shares in Q2 2026, an estimated $52K.
  • Legacy Wealth Management (Idaho) first reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Calamos Laddered S&P 500 Structured Alt Protection ETF position peaked at $313K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.