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CPSO CALAMOS ETF TR

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S&P 500 STR OCTO (fund)

13 managers (14 13F filers) reported a position in CPSO shares at 2024-12-31, 993,605 shares in all. 13 filers opened a position and 0 filers sold out during the quarter.

Managers
13
13F filers
14
New
13
Added
0
Reduced
0
Sold out
0
Shares held by filers
993,605

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
Calamos Advisors LLCgroup of 2 filers holding295,684$7.53MnewTimeline
VanWeelden Wealth Management, LLC225,027$5.73M5.18%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC221,348$5.64M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…102,197$2.6M<0.01%new13F-HR/ATimeline
CENTAURUS FINANCIAL, INC.83,166$2.12M0.13%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,068$842K<0.01%new13F-HRTimeline
Sloy Dahl & Holst, LLC9,400$239K0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,373$239K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers8,486$216K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,535$90.1K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,782$45.4K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV539$13.7K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.