SFP
CPST

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

Sterling Financial Planning’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 		$223K Hold
8,018
– – 0.06% 118
2026
Q1 		$216K Hold
8,018
– – 0.06% 111
2025
Q4 		$217K Hold
8,018
– – 0.07% 113
2025
Q3 		$214K Hold
8,018
– – 0.07% 113
2025
Q2 		$209K Buy
+8,018
New +$204K 0.07% 114

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
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Sterling Financial Planning's CPST Position: Q2 2026 in Review

Sterling Financial Planning held its Calamos S&P 500 Structured Alt Protection ETF - September (CPST) position steady in Q2 2026 at 8,018 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #118.

Sterling Financial Planning first reported a position in CPST in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold CPST as of Q2 2026.

  • Sterling Financial Planning held 8,018 shares of Calamos S&P 500 Structured Alt Protection ETF - September worth $223K as of Q2 2026.
  • Sterling Financial Planning 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 0.06% of Sterling Financial Planning's portfolio in Q2 2026, its #118 holding.
  • Sterling Financial Planning first reported a position in Calamos S&P 500 Structured Alt Protection ETF - September in Q2 2025 and has held it in 5 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 Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.