SA
CPSR

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

Stolz & Associates’s Portfolio CPSR Stock Details CPSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$296K Hold
11,455
– – 0.18% 24
2026
Q1 		$293K Buy
11,455
+2,930
+34% +$74.2K 0.2% 23
2025
Q4 		$215K Buy
+8,525
New +$213K 0.17% 30

Other funds holding CPSR

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

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

Stolz & Associates held its Calamos S&P 500 Structured Alt Protection ETF - March (CPSR) position steady in Q2 2026 at 11,455 shares worth $296K. The position accounts for 0.18% of the portfolio, ranked #24.

Stolz & Associates first reported a position in CPSR in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold CPSR as of Q2 2026.

  • Stolz & Associates held 11,455 shares of Calamos S&P 500 Structured Alt Protection ETF - March worth $296K as of Q2 2026.
  • Stolz & Associates left its Calamos S&P 500 Structured Alt Protection ETF - March share count unchanged in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - March made up 0.18% of Stolz & Associates's portfolio in Q2 2026, its #24 holding.
  • Stolz & Associates first reported a position in Calamos S&P 500 Structured Alt Protection ETF - March in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - March as of Q2 2026.

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