Sloy Dahl & Holst’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

Sloy Dahl & Holst’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
2026 Q1	$338K	Hold	13,025	–	–	0.05%	81
2025 Q4	$339K	Buy	13,025 +390	+3%	+$10.1K	0.04%	85
2025 Q3	$323K	Hold	12,635	–	–	0.03%	86
2025 Q2	$313K	Buy	12,635 +410	+3%	+$9.93K	0.04%	84
2025 Q1	$292K	Buy	12,225 +1,665	+16%	+$40.3K	0.05%	79
2024 Q4	$255K	Buy	+10,560	New	+$256K	0.03%	86

Other funds holding CPSD

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stolz & Associates Tacoma, Washington $143M AUM

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sloy Dahl & Holst's CPSD Position: Q1 2026 in Review

Sloy Dahl & Holst held its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) position steady in Q1 2026 at 13,025 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #81.

Sloy Dahl & Holst first reported a position in CPSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $339K in Q4 2025. 31 funds tracked by Wall St. Rank hold CPSD as of Q1 2026.

Sloy Dahl & Holst held 13,025 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $338K as of Q1 2026.
Sloy Dahl & Holst left its Calamos S&P 500 Structured Alt Protection ETF - December share count unchanged in Q1 2026.
Calamos S&P 500 Structured Alt Protection ETF - December made up 0.05% of Sloy Dahl & Holst's portfolio in Q1 2026, its #81 holding.
Sloy Dahl & Holst first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q4 2024 and has held it in 6 quarters since.
Sloy Dahl & Holst's Calamos S&P 500 Structured Alt Protection ETF - December position peaked at $339K in Q4 2025.
31 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.