Calm Lad S&P 500 STR A P ETFCPSLETF
13F holders, Q3 2024 (September 30)8holders
$25.34avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding Calm Lad S&P 500 STR A P ETF (CPSL) in their 13F filings. The largest holders were Burkett Financial Services, LLC ($15.0M), Old Mission Capital LLC ($362K) and Legacy Investment Solutions, LLC ($313K).
- Company
- Calm Lad S&P 500 STR A P ETF
- Filed as
- CALAMOS ETF TR (Q3 2024)
- CUSIP
- 12811T738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $15.8M |
| Exits | 0 | $0 |
Ownership 8 holders
| Burkett Financial Services, LLC | 6.19% | New | 590,826 | $15.0M |
| Old Mission Capital LLC | 0.01% | New | 14,289 | $362K |
| Legacy Investment Solutions, LLC | 0.19% | — | 12,257 | $313K |
| Legacy Wealth Managment, LLC | 0.19% | — | 12,257 | $313K |
| Amplius Wealth Advisors, LLC | 0.03% | New | 10,137 | $257K |
| HighTower Advisors, LLC | 0.00% | New | 8,175 | $207K |
| Continuum Advisory, LLC | 0.00% | New | 1,000 | $25K |
| Harbour Investments, Inc. | 0.00% | New | 248 | $6K |
"% of holder's portfolio" is CPSL's weight in each manager's 13F, not the share of Calm Lad S&P 500 STR A P ETF the manager owns.