SIC
CPSD

Samalin Investment Counsel’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

Samalin Investment Counsel’s Portfolio CPSD Stock Details CPSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,951
Closed -$371K – 337
2025
Q2 		$371K Sell
14,951
-3,040
-17% -$73.6K 0.14% 223
2025
Q1 		$430K Buy
17,991
+6,839
+61% +$166K 0.17% 181
2024
Q4 		$270K Buy
+11,152
New +$270K 0.12% 236

Other funds holding CPSD

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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 $79.5B AUM 27.1% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Samalin Investment Counsel's CPSD Position: Q3 2025 in Review

Samalin Investment Counsel sold out of Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) in Q3 2025, closing a stake of 14,951 shares — an estimated $371K sold.

Samalin Investment Counsel first reported a position in CPSD in Q4 2024 and held it in 3 quarters. The position peaked at $430K in Q1 2025. 28 funds tracked by Wall St. Rank hold CPSD as of Q3 2025.

  • Samalin Investment Counsel reported no remaining Calamos S&P 500 Structured Alt Protection ETF - December position as of Q3 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 14,951 Calamos S&P 500 Structured Alt Protection ETF - December shares in Q3 2025, an estimated $371K.
  • Samalin Investment Counsel first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q4 2024 and held it in 3 quarters.
  • Samalin Investment Counsel's Calamos S&P 500 Structured Alt Protection ETF - December position peaked at $430K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q3 2025.

Based on Samalin Investment Counsel's 13F filing for Q3 2025, filed 30 Oct 2025.