SMC
CPSL

Smith, Moore & Co’s Calamos Laddered S&P 500 Structured Alt Protection ETF CPSL Stock Holding History

Smith, Moore & Co’s Portfolio CPSL Stock Details CPSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Sell
8,383
-750
-8% -$20.5K 0.02% 513
2025
Q4 		$248K Sell
9,133
-150
-2% -$4.05K 0.02% 460
2025
Q3 		$249K Buy
+9,283
New +$247K 0.02% 455

Other funds holding CPSL

BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Smith, Moore & Co's CPSL Position: Q1 2026 in Review

Smith, Moore & Co reduced its Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) stake by 8.2% in Q1 2026, selling an estimated $20.5K and leaving 8,383 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #513.

Smith, Moore & Co first reported a position in CPSL in Q3 2025 and has held it in 3 quarters since. The position peaked at $249K in Q3 2025. 29 funds tracked by Wall St. Rank hold CPSL as of Q1 2026.

  • Smith, Moore & Co held 8,383 shares of Calamos Laddered S&P 500 Structured Alt Protection ETF worth $228K as of Q1 2026.
  • Smith, Moore & Co sold 750 Calamos Laddered S&P 500 Structured Alt Protection ETF shares in Q1 2026, an estimated $20.5K.
  • Calamos Laddered S&P 500 Structured Alt Protection ETF made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #513 holding.
  • Smith, Moore & Co first reported a position in Calamos Laddered S&P 500 Structured Alt Protection ETF in Q3 2025 and has held it in 3 quarters since.
  • Smith, Moore & Co's Calamos Laddered S&P 500 Structured Alt Protection ETF position peaked at $249K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Calamos Laddered S&P 500 Structured Alt Protection ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.