SFP
CPSY

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

Sterling Financial Planning’s Portfolio CPSY Stock Details CPSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$625K Buy
24,970
+7,699
+45% +$194K 0.19% 62
2025
Q4 		$433K Buy
17,271
+8,825
+104% +$219K 0.13% 76
2025
Q3 		$208K Sell
8,446
-5,005
-37% -$122K 0.07% 114
2025
Q2 		$325K Buy
13,451
+2,134
+19% +$50.4K 0.11% 82
2025
Q1 		$265K Buy
+11,317
New +$267K 0.1% 95

Other funds holding CPSY

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Sterling Financial Planning increased its Calamos S&P 500 Structured Alt Protection ETF - January (CPSY) stake by 45% in Q1 2026, buying an estimated $194K and bringing the position to 24,970 shares worth $625K. The position accounts for 0.19% of the portfolio, ranked #62.

Sterling Financial Planning first reported a position in CPSY in Q1 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold CPSY as of Q1 2026.

  • Sterling Financial Planning held 24,970 shares of Calamos S&P 500 Structured Alt Protection ETF - January worth $625K as of Q1 2026.
  • Sterling Financial Planning bought 7,699 Calamos S&P 500 Structured Alt Protection ETF - January shares in Q1 2026, an estimated $194K.
  • Calamos S&P 500 Structured Alt Protection ETF - January made up 0.19% of Sterling Financial Planning's portfolio in Q1 2026, its #62 holding.
  • Sterling Financial Planning first reported a position in Calamos S&P 500 Structured Alt Protection ETF - January in Q1 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - January as of Q1 2026.

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