LPL Financial
CPSD

LPL Financial’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

LPL Financial’s Portfolio CPSD Stock Details CPSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Sell
44,090
-1,624
-4% -$42.3K ﹤0.01% 4067
2025
Q4 		$1.19M Sell
45,714
-276
-0.6% -$7.12K ﹤0.01% 3896
2025
Q3 		$1.17M Sell
45,990
-5,207
-10% -$131K ﹤0.01% 3842
2025
Q2 		$1.27M Buy
51,197
+510
+1% +$12.3K ﹤0.01% 3533
2025
Q1 		$1.21M Buy
50,687
+8,112
+19% +$196K ﹤0.01% 3388
2024
Q4 		$1.03M Buy
+42,575
New +$1.03M ﹤0.01% 3462

Other funds holding CPSD

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
SA
Stolz & Associates Tacoma, Washington $143M AUM
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

LPL Financial's CPSD Position: Q1 2026 in Review

LPL Financial reduced its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) stake by 3.6% in Q1 2026, selling an estimated $42.3K and leaving 44,090 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #4067.

LPL Financial first reported a position in CPSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q2 2025. 31 funds tracked by Wall St. Rank hold CPSD as of Q1 2026.

  • LPL Financial held 44,090 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $1.14M as of Q1 2026.
  • LPL Financial sold 1,624 Calamos S&P 500 Structured Alt Protection ETF - December shares in Q1 2026, an estimated $42.3K.
  • Calamos S&P 500 Structured Alt Protection ETF - December made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4067 holding.
  • LPL Financial first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q4 2024 and has held it in 6 quarters since.
  • LPL Financial's Calamos S&P 500 Structured Alt Protection ETF - December position peaked at $1.27M in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.