WA
CPSD

Waverly Advisors’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

Waverly Advisors’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 		$214K Hold
8,276
– – ﹤0.01% 1458
2025
Q4 		$215K Hold
8,276
– – ﹤0.01% 1359
2025
Q3 		$211K Hold
8,276
– – ﹤0.01% 1197
2025
Q2 		$205K Buy
+8,276
New +$200K ﹤0.01% 1113
2025
Q1 		– Sell
-8,276
Closed -$200K – 1133
2024
Q4 		$200K Buy
+8,276
New +$200K ﹤0.01% 938

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
SA
Stolz & Associates Tacoma, Washington $143M AUM
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

Waverly Advisors's CPSD Position: Q1 2026 in Review

Waverly Advisors held its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) position steady in Q1 2026 at 8,276 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Waverly Advisors first reported a position in CPSD in Q4 2024 and has held it in 5 quarters since. The position peaked at $215K in Q4 2025. 31 funds tracked by Wall St. Rank hold CPSD as of Q1 2026.

  • Waverly Advisors held 8,276 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $214K as of Q1 2026.
  • Waverly Advisors 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 ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1458 holding.
  • Waverly Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q4 2024 and has held it in 5 quarters since.
  • Waverly Advisors's Calamos S&P 500 Structured Alt Protection ETF - December position peaked at $215K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.