Calamos S&P 500 Alt Prot OctCPSOETF

13F holders, Q4 2024 (December 31)
13holders
$25.48avg. 13F price*

At the end of Q4 2024, 13 institutions reported holding Calamos S&P 500 Alt Prot Oct (CPSO) in their 13F filings. The largest holders were Calamos Advisors LLC ($6.6M), VanWeelden Wealth Management, LLC ($5.7M) and Envestnet Asset Management Inc. ($5.6M).

Company
Calamos S&P 500 Alt Prot Oct
CUSIP
12811T829
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q4 2024: 13Q4 2024Q1 2025: 11Q1 2025Q2 2025: 11Q2 2025Q3 2025: 11Q3 2025Q4 2025: 23Q4 2025Q1 2026: 20Q1 2026Q2 2026: 21Q2 2026

Total Exit/New Position Q4 2024

InstitutionsTotal Value
New Positions13$19.6M
Exits0$0

Ownership 13 holders

Calamos Advisors LLC 0.04% New 257,883 $6.6M
VanWeelden Wealth Management, LLC 5.18% — 225,027 $5.7M
Envestnet Asset Management Inc. 0.00% New 221,348 $5.6M
Wealth Enhancement Advisory Services, LLC 0.01% New 102,197 $2.6M
Centaurus Financial, Inc. 0.13% New 83,166 $2.1M
Calamos Wealth Management LLC 0.05% New 37,801 $963K
Commonwealth Equity Services, LLC 0.00% New 33,068 $842K
Sloy Dahl & Holst, LLC 0.03% New 9,400 $239K
Capital Analysts, LLC 0.01% New 9,373 $239K
Cetera Investment Advisers 0.00% New 8,486 $216K
Harbour Investments, Inc. 0.00% New 3,535 $90K
Tucker Asset Management LLC 0.01% New 1,782 $45K
Creative Financial Designs Inc. 0.00% New 539 $14K

"% of holder's portfolio" is CPSO's weight in each manager's 13F, not the share of Calamos S&P 500 Alt Prot Oct the manager owns.