Sterling Financial Planning »

Calamos Etf Tr shares owned by Sterling Financial Planning

Quarter-by-quarter ownership of Calamos Etf Tr (CPSY) shares owned by Sterling Financial Planning from 13F filings

Historical chart of Sterling Financial Planning investment in Calamos Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Calamos Etf Tr held by Sterling Financial Planning 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 Etf Tr by Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $433k 17k 25.09
2025-09-30 $208k 8.4k 24.68
2025-06-30 $325k 14k 24.15
2025-03-31 $265k 11k 23.39

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 SML 600 GWT (IJT)
Ishares Tr S&p 500 Grwt Etf (IVW)
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)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Sterling Financial Planning

Top funds holding Calamos Etf Tr

Calamos Advisors
Cetera Investment Advisers
Jim Saulnier & Associates
Mariner Wealth Advisors
Wedbush Morgan Securities
Sterling Financial Planning
Susquehanna International
Calamos Wealth Management
Commonwealth Equity Services
Harbour Investments
Warren Averett Asset Management
Cambridge Investment Research Advisors
Advisor Group Holdings
Centaurus Financial
Capital Analysts

View all funds holding Calamos Etf Tr