Burkett Financial Services »

Calamos S&P 500 Structured ALT ETF shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Calamos S&P 500 Structured ALT ETF (CPSD) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Calamos S&P 500 Structured ALT ETF

Tip: Access up to 7 years of quarterly data

All positions including Calamos S&P 500 Structured ALT ETF held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Calamos S&P 500 Structured ALT ETF by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 52k 25.53
2025-06-30 $1.3M 52k 24.81
2025-03-31 $1.3M 53k 23.90
2024-12-31 $1.3M 53k 24.18

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
Loar Holdings Equity (LOAR)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

Top funds holding Calamos S&P 500 Structured ALT ETF

Calamos Advisors
Cambridge Investment Research Advisors
Calamos Wealth Management
Susquehanna International
Commonwealth Equity Services
New England Capital Financial Advisors
Burkett Financial Services
LPL Financial
Advisor OS
Cyr Financial
Worth Asset Management
SageView Advisory Group
Cetera Investment Advisers
Claro Advisors
Old Mission Capital

View all funds holding Calamos S&P 500 Structured ALT ETF