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Calamos S&P 500 Structured ALT ETF shares owned by Sterling Financial Planning

Quarter-by-quarter ownership of Calamos S&P 500 Structured ALT ETF (CPSJ) shares owned by Sterling Financial Planning from 13F filings

Historical chart of Sterling Financial Planning 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 Sterling Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calamos S&P 500 Structured ALT ETF by Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 9.4k 26.59
2025-06-30 $246k 9.4k 26.07
2025-03-31 $234k 9.4k 24.81
2024-12-31 $236k 9.4k 25.03
2024-09-30 $234k 9.4k 24.72

More positions owned by Sterling Financial Planning

Ishares Gold Tr Ishares New (IAU)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Sterling Financial Planning

Top funds holding Calamos S&P 500 Structured ALT ETF

Calamos Advisors
Calamos Wealth Management
Grantvest Financial Group
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Worth Asset Management
Commonwealth Equity Services
Capital Analysts
Farther Finance Advisors
Astoria Portfolio Advisors
HighTower Advisors
Susquehanna International
Ellis Investment Partners
CAP Partners

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