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
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 $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 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 $377B AUM 19.32% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

Stolz & Associates's CPSD Position: Q1 2026 in Review

Stolz & Associates held its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) position steady in Q1 2026 at 42,091 shares worth $1.11M. The position accounts for 0.77% of the portfolio, ranked #13.

Stolz & Associates first reported a position in CPSD in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold CPSD as of Q1 2026.

  • Stolz & Associates held 42,091 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $1.11M as of Q1 2026.
  • Stolz & Associates left its Calamos S&P 500 Structured Alt Protection ETF - December share count unchanged in Q1 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - December made up 0.77% of Stolz & Associates's portfolio in Q1 2026, its #13 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 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q1 2026.

Based on Stolz & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.