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
Q2 		$59.3K Buy
2,293
+144
+7% +$3.7K 0.01% 124
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 $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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $310M AUM
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
SA
Stolz & Associates Tacoma, Washington $160M AUM
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

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

New England Capital Financial Advisors increased its Calamos S&P 500 Structured Alt Protection ETF - March (CPSR) stake by 6.7% in Q2 2026, buying an estimated $3.7K and bringing the position to 2,293 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #124.

New England Capital Financial Advisors first reported a position in CPSR in Q1 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold CPSR as of Q2 2026.

  • New England Capital Financial Advisors held 2,293 shares of Calamos S&P 500 Structured Alt Protection ETF - March worth $59.3K as of Q2 2026.
  • New England Capital Financial Advisors bought 144 Calamos S&P 500 Structured Alt Protection ETF - March shares in Q2 2026, an estimated $3.7K.
  • Calamos S&P 500 Structured Alt Protection ETF - March made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #124 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 6 quarters since.
  • 19 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - March as of Q2 2026.

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