SA
CPSD

Stolz & Associates’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

Stolz & Associates’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 		$1.07M Sell
40,039
-2,052
-5% -$54.4K 0.67% 12
2026
Q1 		$1.11M Hold
42,091
– – 0.77% 13
2025
Q4 		$1.1M Buy
+42,091
New +$1.09M 0.85% 15

Other funds holding CPSD

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
Commonwealth Equity Services
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Stolz & Associates's CPSD Position: Q2 2026 in Review

Stolz & Associates reduced its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) stake by 4.9% in Q2 2026, selling an estimated $54.4K and leaving 40,039 shares worth $1.07M. The position accounts for 0.67% of the portfolio, ranked #12.

Stolz & Associates first reported a position in CPSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2026. 34 funds tracked by Wall St. Rank hold CPSD as of Q2 2026.

  • Stolz & Associates held 40,039 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $1.07M as of Q2 2026.
  • Stolz & Associates sold 2,052 Calamos S&P 500 Structured Alt Protection ETF - December shares in Q2 2026, an estimated $54.4K.
  • Calamos S&P 500 Structured Alt Protection ETF - December made up 0.67% of Stolz & Associates's portfolio in Q2 2026, its #12 holding.
  • Stolz & Associates first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q4 2025 and has held it in 3 quarters since.
  • Stolz & Associates's Calamos S&P 500 Structured Alt Protection ETF - December position peaked at $1.11M in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.