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Calamos S&P 500 Structured Alt Protection ETF - October (CPSO) Institutional Ownership

$27.72 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Calamos S&P 500 Structured Alt Protection ETF - October (NYSEARCA:CPSO)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$7.93M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.02M
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CPSO Institutional Buying and Selling by Quarter

Calamos S&P 500 Structured Alt Protection ETF - October Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 Calamos Wealth Management LLC25,454$687K0.0%-1.8%2.545%
5/4/2026 Calamos Advisors LLC356,032$9.61M0.0%+24.2%35.603%
2/18/2026 OLD Mission Capital LLC17,494$473K0.0%N/A1.749%
2/16/2026Motiv8 Investments LLC1,343$36K0.0%N/A0.134%
2/12/2026 Commonwealth Equity Services LLC25,756$697K0.0%-9.4%2.576%
2/9/2026 TrustBank15,100$409K0.2%N/A1.510%
2/9/2026 Harbour Investments Inc.21,128$572K0.0%+1,239.8%2.113%
2/5/2026Tucker Asset Management LLC1,782$48K0.0%N/A0.178%
2/5/2026 Blue Water Asset Management30,966$838K0.3%N/A3.097%
2/2/2026 Grantvest Financial Group LLC16,795$455K0.3%N/A1.680%
1/29/2026 Camelot Portfolios LLC1,615$44K0.0%N/A0.162%
1/29/2026 Calamos Wealth Management LLC25,915$701K0.0%+66.1%2.592%
1/29/2026 Calamos Advisors LLC286,646$7.76M0.0%+12.5%28.665%
1/27/2026Security Financial Services INC.10,132$274K0.0%N/A1.013%
1/14/2026 Spire Wealth Management2,401$65K0.0%N/A0.240%
11/17/2025 Susquehanna International Group LLP7,514$201K0.0%-54.8%0.751%
10/20/2025 Calamos Wealth Management LLC15,601$418K0.0%-16.2%1.950%
10/20/2025 Calamos Advisors LLC254,883$6.83M0.0%-0.8%31.860%
10/20/2025 Rooted Wealth Advisors Inc.12,486$335K0.1%N/A1.561%
8/8/2025 Calamos Advisors LLC256,972$6.74M0.0%+26.6%38.070%
7/29/2025 Calamos Wealth Management LLC18,613$488K0.0%-50.8%2.757%
7/28/2025 Harbour Investments Inc.2,557$67K0.0%-43.4%0.379%
5/14/2025Capital Analysts LLC11,151$283K0.0%+19.0%1.784%
5/12/2025Sloy Dahl & Holst LLC10,740$273K0.0%+14.3%1.481%
5/8/2025Harbour Investments Inc.4,515$114K0.0%+27.7%0.623%
4/29/2025Calamos Advisors LLC202,948$5.15M0.0%-21.3%27.993%
3/17/2025Wealth Enhancement Advisory Services LLC102,197$2.60M0.0%N/A14.096%
3/12/2025Centaurus Financial Inc.83,166$2.12M0.1%N/A10.396%
2/17/2025Cetera Investment Advisers8,486$216K0.0%N/A0.000%
2/14/2025Capital Analysts LLC9,373$239K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.221,348$5.64M0.0%N/A0.000%
2/12/2025Tucker Asset Management LLC1,782$45K0.0%N/A0.000%
2/10/2025Harbour Investments Inc.3,535$90K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC33,068$842K0.0%N/A0.000%
2/10/2025VanWeelden Wealth Management LLC225,027$5.73M5.2%N/A0.000%
1/27/2025Sloy Dahl & Holst LLC9,400$239K0.0%N/A0.000%


CPSO Institutional Ownership - Frequently Asked Questions

During the previous two years, 22 institutional investors and hedge funds held shares of Calamos S&P 500 Structured Alt Protection ETF - October. The most heavily invested institutionals were Calamos Advisors LLC ($9.61M), VanWeelden Wealth Management LLC ($5.73M), Envestnet Asset Management Inc. ($5.64M), Wealth Enhancement Advisory Services LLC ($2.60M), Centaurus Financial Inc. ($2.12M), Blue Water Asset Management ($838K), and Commonwealth Equity Services LLC ($697K).Learn more on Calamos S&P 500 Structured Alt Protection ETF - October's institutional investors.

Of the 21 institutional investors that purchased Calamos S&P 500 Structured Alt Protection ETF - October's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: VanWeelden Wealth Management LLC ($225.03K), Envestnet Asset Management Inc. ($221.35K), Calamos Advisors LLC ($155.17K), Wealth Enhancement Advisory Services LLC ($102.20K), Centaurus Financial Inc. ($83.17K), Commonwealth Equity Services LLC ($33.07K), and Blue Water Asset Management ($30.97K).

Institutional investors have bought a total of 295,152 shares in the last 24 months. This purchase volume represents approximately $7.93M in transactions.

The following institutional investors have sold Calamos S&P 500 Structured Alt Protection ETF - October stock in the last 24 months: Calamos Wealth Management LLC ($22.66K), Susquehanna International Group LLP ($9.13K), Commonwealth Equity Services LLC ($2.66K), Calamos Advisors LLC ($2.09K), and Harbour Investments Inc. ($1.96K).

Institutional investors have sold a total of 38,494 shares in the last 24 months. This volume of shares sold represents approximately $1.02M in transactions.


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This page (NYSEARCA:CPSO) was last updated on 5/26/2026 by MarketBeat.com Staff.
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