Calm Lad S&P 500 STR A P ETFCPSLETF

13F holders, Q2 2025 (June 30)

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024

19holders +6

6new positions

1sold out

$26.31avg. 13F price*

At the end of Q2 2025, 19 institutions reported holding Calm Lad S&P 500 STR A P ETF (CPSL) in their 13F filings, up 6 from Q1 2025. 6 opened new positions and 1 sold out. The largest holders were Amplius Wealth Advisors, LLC ($22.1M), Burkett Financial Services, LLC ($18.6M) and Commonwealth Equity Services, LLC ($6.0M).

Company: Calm Lad S&P 500 STR A P ETF
Filed as: CALAMOS ETF TR (Q2 2025)
CUSIP: 12811T738
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

	Institutions	Total Value
New Positions	6	$1.6M
Exits	1	$25K

All 13F filers, Q1 2025 → Q2 2025: 999,002 shares bought and 1,005 shares sold, net +997,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders


Amplius Wealth Advisors, LLC	2.05%	Add +3869.8%	839,093	$22.1M
Burkett Financial Services, LLC	6.70%	Add +0.0%	706,878	$18.6M
Commonwealth Equity Services, LLC	0.01%	Add +3.9%	228,849	$6.0M
Worth Asset Management, LLC	1.02%	Add +122.0%	78,422	$2.1M
Susquehanna International Group, LLP	0.00%	Add +362.9%	40,794	$1.1M
Capital Analysts, LLC	0.03%	Add +73.1%	38,956	$1.0M
MML Investors Services, LLC	0.00%	Add +11.1%	37,740	$993K
Garden State Investment Advisory Services LLC	0.23%	New	32,628	$858K
HighTower Advisors, LLC	0.00%	Add +58.2%	31,641	$832K
Harbour Investments, Inc.	0.02%	Add +6.6%	31,273	$823K
Cambridge Investment Research Advisors, Inc.	0.00%	New	12,786	$336K
Wealth Enhancement Advisory Services, LLC	0.00%	New	11,817	$312K
Cetera Investment Advisers	0.00%	Add +5.4%	9,011	$237K
Centaurus Financial, Inc.	0.01%	New	3,929	$103K
Legacy Investment Solutions, LLC	0.03%	—	1,911	$50K
Legacy Wealth Managment, LLC	0.03%	Reduce -0.3%	1,911	$50K
Royal Bank of Canada	0.00%	New	950	$25K
JPMorgan Chase & Co.	0.00%	Add +100.0%	800	$21K
Geneos Wealth Management Inc.	0.00%	New	400	$11K

"% 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.