NECFA
CPSO

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

New England Capital Financial Advisors’s Portfolio CPSO Stock Details CPSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4K Hold
408
– – ﹤0.01% 256
2026
Q1 		$11K Sell
408
-40
-9% -$1.09K ﹤0.01% 252
2025
Q4 		$12.1K Buy
+448
New +$12.1K ﹤0.01% 236

Other funds holding CPSO

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

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

New England Capital Financial Advisors held its Calamos S&P 500 Structured Alt Protection ETF - October (CPSO) position steady in Q2 2026 at 408 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

New England Capital Financial Advisors first reported a position in CPSO in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.1K in Q4 2025. 14 funds tracked by Wall St. Rank hold CPSO as of Q2 2026.

  • New England Capital Financial Advisors held 408 shares of Calamos S&P 500 Structured Alt Protection ETF - October worth $11.4K as of Q2 2026.
  • New England Capital Financial Advisors left its Calamos S&P 500 Structured Alt Protection ETF - October share count unchanged in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - October made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #256 holding.
  • New England Capital Financial Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - October in Q4 2025 and has held it in 3 quarters since.
  • New England Capital Financial Advisors's Calamos S&P 500 Structured Alt Protection ETF - October position peaked at $12.1K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - October as of Q2 2026.

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