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 (CPSR) 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
2026-03-31 $30k 1.2k 25.27
2025-06-30 $8.3k 342 24.28
2025-03-31 $83k 3.5k 23.59

More positions owned by Burkett Financial Services

Schwab US Dividend Equity ETF Equity (SCHD)
Schwab US Large Cap Growth ETF Equity (SCHG)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
Calamos S&P Structured ALT ETF Equity (CPSL)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Microsoft Corp Equity (MSFT)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Calamos S&P 500 Structured ALT ETF

Calamos Advisors
Calamos Wealth Management
Commonwealth Equity Services
Old Mission Capital
Farther Finance Advisors
Blue Water Asset Management
LeClair Wealth Partners
Fortitude Advisory Group
Cetera Investment Advisers
Stolz & Associates, Ps
Jim Saulnier & Associates
Adamsbrown Wealth Consultants
Garden State Investment Advisory Services
Jane Street
Warren Averett Asset Management

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