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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$50.3K Sell
1,911
-5
-0.3% -$132 0.03% 156
2025
Q1 		$48.7K Sell
1,916
-8,510
-82% -$216K 0.03% 138
2024
Q4 		$269K Sell
10,426
-1,831
-15% -$47.2K 0.17% 63
2024
Q3 		$313K Buy
+12,257
New +$313K 0.18% 51