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
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 $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

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

Stolz & Associates increased its Calamos S&P 500 Structured Alt Protection ETF - March (CPSR) stake by 34% in Q1 2026, buying an estimated $74.2K and bringing the position to 11,455 shares worth $293K. The position accounts for 0.2% of the portfolio, ranked #23.

Stolz & Associates first reported a position in CPSR in Q4 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold CPSR as of Q1 2026.

  • Stolz & Associates held 11,455 shares of Calamos S&P 500 Structured Alt Protection ETF - March worth $293K as of Q1 2026.
  • Stolz & Associates bought 2,930 Calamos S&P 500 Structured Alt Protection ETF - March shares in Q1 2026, an estimated $74.2K.
  • Calamos S&P 500 Structured Alt Protection ETF - March made up 0.2% of Stolz & Associates's portfolio in Q1 2026, its #23 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 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - March as of Q1 2026.

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