Spartan Wealth Advisory Services LLC
CPST icon

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
Q3 		$301K Hold
10,709
– – 0.02% 262
2026
Q2 		$298K Hold
10,709
– – 0.02% 262
2026
Q1 		$289K Buy
+10,709
New +$290K 0.03% 258

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Calamos Wealth Management
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Commonwealth Equity Services
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Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Camelot Portfolios
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APFP
Action Point Financial Planning Grand Rapids, Michigan $941M AUM
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's CPST Position: Q3 2026 in Review

Spartan Wealth Advisory Services LLC held its Calamos S&P 500 Structured Alt Protection ETF - September (CPST) position steady in Q3 2026 at 10,709 shares worth $301K. 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 3 quarters since. 20 funds tracked by Wall St. Rank hold CPST as of Q3 2026.

  • Spartan Wealth Advisory Services LLC held 10,709 shares of Calamos S&P 500 Structured Alt Protection ETF - September worth $301K as of Q3 2026.
  • Spartan Wealth Advisory Services LLC left its Calamos S&P 500 Structured Alt Protection ETF - September share count unchanged in Q3 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - September made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q3 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 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - September as of Q3 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q3 2026, filed 12 Nov 2026.