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BOLTON SECURITIES CORPORATION’s Calamos S&P 500 Structured Alt Protection ETF - June CPSU Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio CPSU Stock Details CPSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$569K Hold
20,400
– – 0.02% 570
2026
Q2 		$564K Buy
+20,400
New +$562K 0.02% 574

Other funds holding CPSU

Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Jessup Wealth Management
Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Fairscale Capital
Fairscale Capital Nashua, New Hampshire $171M AUM 22.89% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
New England Capital Financial Advisors
New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CPSU Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Calamos S&P 500 Structured Alt Protection ETF - June (CPSU) position steady in Q3 2026 at 20,400 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #570.

BOLTON SECURITIES CORPORATION first reported a position in CPSU in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold CPSU as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 20,400 shares of Calamos S&P 500 Structured Alt Protection ETF - June worth $569K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Calamos S&P 500 Structured Alt Protection ETF - June share count unchanged in Q3 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - June made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #570 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Calamos S&P 500 Structured Alt Protection ETF - June in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - June as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.