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CPSL

Calamos Laddered S&P 500 Structured Alt Protection ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$22.1M +$21M +817,956 +3,870%
BFS
2
Burkett Financial Services
South Carolina
$18.6M +$6.86K +267 +0%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.02M +$219K +8,517 +4%
WAM
4
Worth Asset Management
Texas
$2.06M +$1.11M +43,105 +122%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.07M +$822K +31,981 +363%
CAL
6
Capital Analysts LLC
Pennsylvania
$1.02M +$423K +16,452 +73%
MML Investors Services
7
MML Investors Services
Massachusetts
$993K +$97.3K +3,783 +11%
GSIAS
8
Garden State Investment Advisory Services
New Jersey
$858K +$839K +32,628 New
HighTower Advisors
9
HighTower Advisors
Illinois
$832K +$299K +11,646 +58%
HI
10
Harbour Investments
Wisconsin
$823K +$49.5K +1,925 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$336K +$329K +12,786 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$312K +$304K +11,817 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$237K +$11.8K +460 +5%
CF
14
Centaurus Financial
California
$103K +$101K +3,929 New
LWMI
15
Legacy Wealth Management (Idaho)
Idaho
$50.3K -$129 -5 -0.3%
LIS
16
Legacy Investment Solutions
Idaho
$50.3K +$49.1K +1,911 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$25K +$24.4K +950 New
JP Morgan Chase
18
JP Morgan Chase
New York
$21K +$10.3K +400 +100%
GWM
19
Geneos Wealth Management
Colorado
$10.5K +$10.3K +400 New
CA
20
Continuum Advisory
Idaho
-$25.4K -1,000 Closed