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CPSL CALAMOS ETF TR

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LADD S&P 500 ETF (fund)

15 managers (15 13F filers) reported a position in CPSL shares at 2024-12-31, 1,121,044 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
15
13F filers
15
New
7
Added
4
Reduced
2
Sold out
1
Shares held by filers
1,121,044

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BURKETT FINANCIAL SERVICES, LLC648,763$16.6M6.78%+57,93713F-HRTimeline
Crown Wealth Group, LLC173,723$4.44M1.81%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC138,054$3.53M0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,136$898K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.29,742$760K0.02%+29,49413F-HRTimeline
Amplius Wealth Advisors, LLC28,137$719K0.07%+18,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,407$317K<0.01%new13F-HR/ATimeline
Legacy Investment Solutions, LLC10,426$269K0.18%-1,83113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10,426$269K0.18%-1,83113F-HRTimelineGroup
HighTower Advisors, LLC9,675$247K<0.01%+1,50013F-HRTimeline
MML INVESTORS SERVICES, LLC8,398$215K<0.01%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,915$202K0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC7,242$185K0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC1,000$25.6K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.