NECFA
CPSD

New England Capital Financial Advisors’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

New England Capital Financial Advisors’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
Q2 		$1.46M Sell
54,586
-2,000
-4% -$53K 0.35% 21
2026
Q1 		$1.47M Sell
56,586
-1,112
-2% -$29K 0.4% 20
2025
Q4 		$1.5M Buy
57,698
+214
+0.4% +$5.52K 0.59% 20
2025
Q3 		$1.47M Sell
57,484
-794
-1% -$20K 0.62% 18
2025
Q2 		$1.45M Sell
58,278
-551
-0.9% -$13.3K 0.66% 18
2025
Q1 		$1.41M Sell
58,829
-754
-1% -$18.3K 0.72% 18
2024
Q4 		$1.44M Buy
+59,583
New +$1.44M 0.7% 19

Other funds holding CPSD

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $160M AUM
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return

New England Capital Financial Advisors's CPSD Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) stake by 3.5% in Q2 2026, selling an estimated $53K and leaving 54,586 shares worth $1.46M. The position accounts for 0.35% of the portfolio, ranked #21.

New England Capital Financial Advisors first reported a position in CPSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2025. 13 funds tracked by Wall St. Rank hold CPSD as of Q2 2026.

  • New England Capital Financial Advisors held 54,586 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $1.46M as of Q2 2026.
  • New England Capital Financial Advisors sold 2,000 Calamos S&P 500 Structured Alt Protection ETF - December shares in Q2 2026, an estimated $53K.
  • Calamos S&P 500 Structured Alt Protection ETF - December made up 0.35% of New England Capital Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • New England Capital Financial Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q4 2024 and has held it in 7 quarters since.
  • New England Capital Financial Advisors's Calamos S&P 500 Structured Alt Protection ETF - December position peaked at $1.5M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.