SWASL
CPST

Spartan Wealth Advisory Services LLC’s Calamos S&P 500 Structured Alt Protection ETF - September CPST Stock Holding History

Spartan Wealth Advisory Services LLC’s Portfolio CPST Stock Details CPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Hold
10,709
– – 0.02% 262
2026
Q1 		$289K Buy
+10,709
New +$290K 0.03% 258

Other funds holding CPST

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's CPST Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its Calamos S&P 500 Structured Alt Protection ETF - September (CPST) position steady in Q2 2026 at 10,709 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #262.

Spartan Wealth Advisory Services LLC first reported a position in CPST in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold CPST as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 10,709 shares of Calamos S&P 500 Structured Alt Protection ETF - September worth $298K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC left its Calamos S&P 500 Structured Alt Protection ETF - September share count unchanged in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - September made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #262 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Calamos S&P 500 Structured Alt Protection ETF - September in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - September as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.