NECFA
CPSR

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

New England Capital Financial Advisors’s Portfolio CPSR Stock Details CPSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.3K Buy
2,149
+823
+62% +$20.8K 0.01% 127
2025
Q4 		$33.4K Hold
1,326
– – 0.01% 159
2025
Q3 		$32.9K Sell
1,326
-12
-0.9% -$295 0.01% 155
2025
Q2 		$32.5K Hold
1,338
– – 0.01% 145
2025
Q1 		$31.6K Buy
+1,338
New +$31.7K 0.02% 142

Other funds holding CPSR

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
SA
Stolz & Associates Tacoma, Washington $143M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

New England Capital Financial Advisors's CPSR Position: Q1 2026 in Review

New England Capital Financial Advisors increased its Calamos S&P 500 Structured Alt Protection ETF - March (CPSR) stake by 62% in Q1 2026, buying an estimated $20.8K and bringing the position to 2,149 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #127.

New England Capital Financial Advisors first reported a position in CPSR in Q1 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold CPSR as of Q1 2026.

  • New England Capital Financial Advisors held 2,149 shares of Calamos S&P 500 Structured Alt Protection ETF - March worth $54.3K as of Q1 2026.
  • New England Capital Financial Advisors bought 823 Calamos S&P 500 Structured Alt Protection ETF - March shares in Q1 2026, an estimated $20.8K.
  • Calamos S&P 500 Structured Alt Protection ETF - March made up 0.01% of New England Capital Financial Advisors's portfolio in Q1 2026, its #127 holding.
  • New England Capital Financial Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - March in Q1 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - March as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.