NECFA
CPSF

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

New England Capital Financial Advisors’s Portfolio CPSF Stock Details CPSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.8K Sell
793
-291
-27% -$7.58K 0.01% 200
2026
Q1 		$27.7K Buy
1,084
+686
+172% +$17.6K 0.01% 168
2025
Q4 		$10.2K Hold
398
– – ﹤0.01% 260
2025
Q3 		$10K Sell
398
-84
-17% -$2.09K ﹤0.01% 259
2025
Q2 		$11.9K Hold
482
– – 0.01% 229
2025
Q1 		$11.5K Buy
+482
New +$11.6K 0.01% 218

Other funds holding CPSF

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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SA
Stolz & Associates Tacoma, Washington $160M AUM
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

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

New England Capital Financial Advisors reduced its Calamos S&P 500 Structured Alt Protection ETF - February (CPSF) stake by 27% in Q2 2026, selling an estimated $7.58K and leaving 793 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #200.

New England Capital Financial Advisors first reported a position in CPSF in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.7K in Q1 2026. 10 funds tracked by Wall St. Rank hold CPSF as of Q2 2026.

  • New England Capital Financial Advisors held 793 shares of Calamos S&P 500 Structured Alt Protection ETF - February worth $20.8K as of Q2 2026.
  • New England Capital Financial Advisors sold 291 Calamos S&P 500 Structured Alt Protection ETF - February shares in Q2 2026, an estimated $7.58K.
  • Calamos S&P 500 Structured Alt Protection ETF - February made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #200 holding.
  • New England Capital Financial Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - February in Q1 2025 and has held it in 6 quarters since.
  • New England Capital Financial Advisors's Calamos S&P 500 Structured Alt Protection ETF - February position peaked at $27.7K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - February as of Q2 2026.

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