CPSO institutional holders

Calamos S&P 500 Structured Alt Protection ETF - October · 22 reporting institutions · $15.5M reported value

Funds that can replace CPSO · CPSO return decomposition

Institutional holdings

Institutions reporting CPSO, largest first
InstitutionReported positionAdvisors at firmReport period
Calamos Advisors LLC$9.6M422026-06-30
Susquehanna International Group, LLP$1.6M02026-06-30
Commonwealth Equity Services, LLC$669.9K2,8632026-06-30
Blue Water Asset Management$570.2K72026-06-30
Calamos Wealth Management LLC$553.1K402026-06-30
Rooted Wealth Advisors, Inc.$347.6K82026-06-30
Grantvest Financial Group LLC$331K52026-06-30
Harbour Investments, Inc.$320.4K2472026-06-30
Old Mission Capital LLC$319.4K02026-06-30
Fiduciary Financial Advisors$307.6K512026-06-30
Sloy Dahl & Holst, LLC$299K62026-06-30
Security Financial Services, Inc.$282.1K102026-06-30
Spire Wealth Management$66.8K32026-06-30
Osaic Holdings, Inc.$57K02026-06-30
Morgan Stanley$55.7K23,1852026-06-30
Tucker Asset Management LLC$49.6K602026-06-30
Regatta Research & Money Management LLC$30K62026-06-30
Creative Financial Designs Inc /adv$13.7K02026-06-30
New England Capital Financial Advisors LLC$11.4K62026-06-30
Capital Analysts, LLC$3106082026-06-30
Cambridge Investment Research Advisors, Inc.$3073,9402026-03-31
Motiv8 Investments LLC$36102025-12-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30