SA
CPSF

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

Stolz & Associates’s Portfolio CPSF Stock Details CPSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Hold
11,761
– – 0.19% 23
2026
Q1 		$305K Buy
+11,761
New +$302K 0.21% 22

Other funds holding CPSF

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
BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Stolz & Associates held its Calamos S&P 500 Structured Alt Protection ETF - February (CPSF) position steady in Q2 2026 at 11,761 shares worth $308K. The position accounts for 0.19% of the portfolio, ranked #23.

Stolz & Associates first reported a position in CPSF in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold CPSF as of Q2 2026.

  • Stolz & Associates held 11,761 shares of Calamos S&P 500 Structured Alt Protection ETF - February worth $308K as of Q2 2026.
  • Stolz & Associates left its Calamos S&P 500 Structured Alt Protection ETF - February share count unchanged in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - February made up 0.19% of Stolz & Associates's portfolio in Q2 2026, its #23 holding.
  • Stolz & Associates first reported a position in Calamos S&P 500 Structured Alt Protection ETF - February in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - February as of Q2 2026.

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