RWA
CPSO

Rooted Wealth Advisors’s Calamos S&P 500 Structured Alt Protection ETF - October CPSO Stock Holding History

Rooted Wealth 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
Q1 		$343K Hold
12,486
– – 0.09% 103
2025
Q4 		$339K Hold
12,486
– – 0.1% 99
2025
Q3 		$335K Buy
+12,486
New +$331K 0.1% 90

Other funds holding CPSO

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Rooted Wealth Advisors's CPSO Position: Q1 2026 in Review

Rooted Wealth Advisors held its Calamos S&P 500 Structured Alt Protection ETF - October (CPSO) position steady in Q1 2026 at 12,486 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #103.

Rooted Wealth Advisors first reported a position in CPSO in Q3 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold CPSO as of Q1 2026.

  • Rooted Wealth Advisors held 12,486 shares of Calamos S&P 500 Structured Alt Protection ETF - October worth $343K as of Q1 2026.
  • Rooted Wealth Advisors left its Calamos S&P 500 Structured Alt Protection ETF - October share count unchanged in Q1 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - October made up 0.09% of Rooted Wealth Advisors's portfolio in Q1 2026, its #103 holding.
  • Rooted Wealth Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - October in Q3 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - October as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.