NECFA
CPSU

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

New England Capital Financial Advisors’s Portfolio CPSU Stock Details CPSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46K Buy
1,665
+1,364
+453% +$37.6K 0.01% 137
2026
Q1 		$8.18K Hold
301
– – ﹤0.01% 278
2025
Q4 		$8.15K Hold
301
– – ﹤0.01% 277
2025
Q3 		$8.04K Buy
+301
New +$7.98K ﹤0.01% 281

Other funds holding CPSU

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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

New England Capital Financial Advisors increased its Calamos S&P 500 Structured Alt Protection ETF - June (CPSU) stake by 453% in Q2 2026, buying an estimated $37.6K and bringing the position to 1,665 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #137.

New England Capital Financial Advisors first reported a position in CPSU in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold CPSU as of Q2 2026.

  • New England Capital Financial Advisors held 1,665 shares of Calamos S&P 500 Structured Alt Protection ETF - June worth $46K as of Q2 2026.
  • New England Capital Financial Advisors bought 1,364 Calamos S&P 500 Structured Alt Protection ETF - June shares in Q2 2026, an estimated $37.6K.
  • Calamos S&P 500 Structured Alt Protection ETF - June made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • New England Capital Financial Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - June in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - June as of Q2 2026.

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