NECFA
CPSY

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

New England Capital Financial Advisors’s Portfolio CPSY Stock Details CPSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.24K Hold
126
– – ﹤0.01% 344
2026
Q1 		$3.15K Buy
+126
New +$3.17K ﹤0.01% 330

Other funds holding CPSY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM
EIP
Essential Investment Partners Englewood, Colorado $125M AUM

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

New England Capital Financial Advisors held its Calamos S&P 500 Structured Alt Protection ETF - January (CPSY) position steady in Q2 2026 at 126 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

New England Capital Financial Advisors first reported a position in CPSY in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold CPSY as of Q2 2026.

  • New England Capital Financial Advisors held 126 shares of Calamos S&P 500 Structured Alt Protection ETF - January worth $3.24K as of Q2 2026.
  • New England Capital Financial Advisors left its Calamos S&P 500 Structured Alt Protection ETF - January share count unchanged in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - January made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #344 holding.
  • New England Capital Financial Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - January in Q1 2026 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - January as of Q2 2026.

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