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

Stolz & Associates’s Portfolio CPST Stock Details CPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$200K Buy
+7,125
New +$200K 0.12% 41

Other funds holding CPST

Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Sterling Financial Planning
Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return
Hohimer Wealth Management
Hohimer Wealth Management Seattle, Washington $1.03B AUM 25.45% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Stolz & Associates's CPST Position: Q3 2026 in Review

Stolz & Associates opened a new position in Calamos S&P 500 Structured Alt Protection ETF - September (CPST) in Q3 2026: 7,125 shares worth $200K. The stake represents 0.12% of the portfolio and ranks #41 among its holdings.

13 funds tracked by Wall St. Rank hold CPST as of Q3 2026.

  • Stolz & Associates held 7,125 shares of Calamos S&P 500 Structured Alt Protection ETF - September worth $200K as of Q3 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - September was a new Stolz & Associates position in Q3 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - September made up 0.12% of Stolz & Associates's portfolio in Q3 2026, its #41 holding.
  • 13 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - September as of Q3 2026.

Based on Stolz & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.