SDH
CPSD

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
Q2 		$348K Hold
13,025
– – 0.04% 83
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
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
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 $445B AUM 25.58% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
SA
Stolz & Associates Tacoma, Washington $160M AUM
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sloy Dahl & Holst's CPSD Position: Q2 2026 in Review

Sloy Dahl & Holst held its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) position steady in Q2 2026 at 13,025 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #83.

Sloy Dahl & Holst first reported a position in CPSD in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold CPSD as of Q2 2026.

  • Sloy Dahl & Holst held 13,025 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $348K as of Q2 2026.
  • Sloy Dahl & Holst left its Calamos S&P 500 Structured Alt Protection ETF - December share count unchanged in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - December made up 0.04% of Sloy Dahl & Holst's portfolio in Q2 2026, its #83 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 7 quarters since.
  • 34 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.