Steward Partners Investment Advisory’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

Steward Partners Investment Advisory’s Portfolio CPSD Stock Details CPSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.6K	Hold	621	–	–	﹤0.01%	3491
2026 Q1	$16.1K	Hold	621	–	–	﹤0.01%	3328
2025 Q4	$16.2K	Hold	621	–	–	﹤0.01%	3226
2025 Q3	$15.9K	Buy	+621	New	+$15.6K	﹤0.01%	3189

Other funds holding CPSD

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

Stolz & Associates Tacoma, Washington $160M AUM

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Steward Partners Investment Advisory's CPSD Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) position steady in Q2 2026 at 621 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3491.

Steward Partners Investment Advisory first reported a position in CPSD in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold CPSD as of Q2 2026.

Steward Partners Investment Advisory held 621 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $16.6K as of Q2 2026.
Steward Partners Investment Advisory left its Calamos S&P 500 Structured Alt Protection ETF - December share count unchanged in Q2 2026.
Calamos S&P 500 Structured Alt Protection ETF - December made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3491 holding.
Steward Partners Investment Advisory first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q3 2025 and has held it in 4 quarters since.
29 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.