Sterling Financial Planning’s Calamos S&P 500 Structured Alt Protection ETF - July CPSJ Stock Holding History

Sterling Financial Planning’s Portfolio CPSJ Stock Details CPSJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$254K	Hold	9,447	–	–	0.08%	105
2025 Q4	$254K	Hold	9,447	–	–	0.08%	105
2025 Q3	$251K	Hold	9,447	–	–	0.08%	104
2025 Q2	$246K	Hold	9,447	–	–	0.08%	101
2025 Q1	$234K	Hold	9,447	–	–	0.09%	100
2024 Q4	$236K	Hold	9,447	–	–	0.09%	98
2024 Q3	$233K	Buy	+9,447	New	+$230K	0.09%	103

Other funds holding CPSJ

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

LWP

LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Sterling Financial Planning's CPSJ Position: Q1 2026 in Review

Sterling Financial Planning held its Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) position steady in Q1 2026 at 9,447 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #105.

Sterling Financial Planning first reported a position in CPSJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $254K in Q4 2025. 28 funds tracked by Wall St. Rank hold CPSJ as of Q1 2026.

Sterling Financial Planning held 9,447 shares of Calamos S&P 500 Structured Alt Protection ETF - July worth $254K as of Q1 2026.
Sterling Financial Planning left its Calamos S&P 500 Structured Alt Protection ETF - July share count unchanged in Q1 2026.
Calamos S&P 500 Structured Alt Protection ETF - July made up 0.08% of Sterling Financial Planning's portfolio in Q1 2026, its #105 holding.
Sterling Financial Planning first reported a position in Calamos S&P 500 Structured Alt Protection ETF - July in Q3 2024 and has held it in 7 quarters since.
Sterling Financial Planning's Calamos S&P 500 Structured Alt Protection ETF - July position peaked at $254K in Q4 2025.
28 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.