WA
CPSY

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

Waverly Advisors’s Portfolio CPSY Stock Details CPSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$213K Hold
8,512
– – ﹤0.01% 1463
2025
Q4 		$214K Hold
8,512
– – ﹤0.01% 1364
2025
Q3 		$210K Hold
8,512
– – ﹤0.01% 1200
2025
Q2 		$206K Buy
+8,512
New +$201K ﹤0.01% 1112

Other funds holding CPSY

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFP
Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Waverly Advisors's CPSY Position: Q1 2026 in Review

Waverly Advisors held its Calamos S&P 500 Structured Alt Protection ETF - January (CPSY) position steady in Q1 2026 at 8,512 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Waverly Advisors first reported a position in CPSY in Q2 2025 and has held it in 4 quarters since. The position peaked at $214K in Q4 2025. 17 funds tracked by Wall St. Rank hold CPSY as of Q1 2026.

  • Waverly Advisors held 8,512 shares of Calamos S&P 500 Structured Alt Protection ETF - January worth $213K as of Q1 2026.
  • Waverly Advisors left its Calamos S&P 500 Structured Alt Protection ETF - January share count unchanged in Q1 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - January made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1463 holding.
  • Waverly Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - January in Q2 2025 and has held it in 4 quarters since.
  • Waverly Advisors's Calamos S&P 500 Structured Alt Protection ETF - January position peaked at $214K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - January as of Q1 2026.

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