CPSU Institutional Ownership
Calamos S&P 500 Structured Alt Protection ETF â June
1W: +0.0%
1M: +0.4%
3M: +1.1%
YTD: +3.2%
1Y: +4.6%
$27.96
+0.08 (+0.29%)
Weekly Expected Move ±0.3%
$28
$28
$28
$28
$28
Overview
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Institutional Ownership — CPSU
17
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
6
New Positions
2
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Calamos Advisors LLC | 346,422 | $10M | +15,664 | +4.7% | 5Q | SEC ↗ |
| 2 | Jessup Wealth Management, Inc NEW | 54,677 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Calamos Wealth Management LLC NEW | 16,360 | $457K | — | +0.0% | 1Q | SEC ↗ |
| 4 | OLD MISSION CAPITAL LLC | 15,481 | $433K | -2,027 | -11.6% | 4Q | SEC ↗ |
| 5 | PFG Advisors | 14,587 | $408K | -112 | -0.8% | 5Q | SEC ↗ |
| 6 | CENTAURUS FINANCIAL, INC. | 12,946 | $362K | — | +0.0% | 5Q | SEC ↗ |
| 7 | Advus Financial Partners, LLC | 9,287 | $260K | -112 | -1.2% | 5Q | SEC ↗ |
| 8 | ARMSTRONG ADVISORY GROUP, INC NEW | 8,115 | $227K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Fairscale Capital, LLC NEW | 7,230 | $202K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Ashton Thomas Private Wealth, LLC | 5,537 | $155K | — | +0.0% | 2Q | SEC ↗ |
| 11 | New England Capital Financial Advisors | 1,665 | $47K | +1,364 | +453.2% | 4Q | SEC ↗ |
| 12 | BURKETT FINANCIAL SERVICES, LLC NEW | 905 | $25K | — | +0.0% | 1Q | SEC ↗ |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | 604 | $17K | -688 | -53.3% | 4Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. NEW | 400 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Farther Finance Advisors, LLC | 0 | $0K | -1,500 | -100.0% | 2Q | SEC ↗ |
| 16 | Advisory Services Network, LLC | 0 | $0K | -4,700 | -100.0% | 1Q | SEC ↗ |
| 17 | Sound Income Strategies, LLC | 0 | $0K | -2,859 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Jessup Wealth Management, Inc | 54,677 | $2M |
| Calamos Wealth Management LLC | 16,360 | $457K |
| ARMSTRONG ADVISORY GROUP, INC | 8,115 | $227K |
| Fairscale Capital, LLC | 7,230 | $202K |
| BURKETT FINANCIAL SERVICES, LLC | 905 | $25K |
| OSAIC HOLDINGS, INC. | 400 | $11K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisory Services Network, LLC | 4,700 | $131K |
| Sound Income Strategies, LLC | 2,859 | $80K |
| Farther Finance Advisors, LLC | 1,500 | $42K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Calamos Advisors LLC | +15,664 | +4.7% | 346,422 |
| New England Capital Financial Advis | +1,364 | +453.2% | 1,665 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | -2,027 | -11.6% | 15,481 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -688 | -53.3% | 604 |
| Advus Financial Partners, LLC | -112 | -1.2% | 9,287 |
| PFG Advisors | -112 | -0.8% | 14,587 |