ADAMSBROWN WEALTH CONSULTANTS LLC CPSD β€” CALAMOS ETF TR

Ownership history in ADAMSBROWN WEALTH CONSULTANTS LLC  Β·  2 quarters on record

AI Ownership Summary

ADAMSBROWN WEALTH CONSULTANTS LLC reported CALAMOS ETF TR (CPSD) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2025 Q4. The latest visible filing shows CPSD at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CPSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADAMSBROWN WEALTH CONSULTANTS LLC's position in CALAMOS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CPSD was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADAMSBROWN WEALTH CONSULTANTS LLC held CPSD β€” position size vs. price
% of Fund (quarterly)    CPSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 10,500 β€” 0% 0.07% $272K 2026-04-15 $26.28
2025 Q4 INITIATED β€” β€” β€” 10,500 β€” β€” 0.08% $273K 2026-01-13 $26.11

FAQ About ADAMSBROWN WEALTH CONSULTANTS LLC and CPSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADAMSBROWN WEALTH CONSULTANTS LLC reported owning CPSD?

ADAMSBROWN WEALTH CONSULTANTS LLC reported CPSD across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CPSD position in ADAMSBROWN WEALTH CONSULTANTS LLC's portfolio?

The largest reported portfolio weight for CPSD was 0.08% in 2025 Q4.

What is the latest reported CPSD position on this page?

The most recent filing on this page is 2026 Q1, when ADAMSBROWN WEALTH CONSULTANTS LLC reported 10,500 shares, equal to 0.07% of portfolio, with an estimated market value of $272K.

What does the chart on this CPSD ownership page compare?

The chart compares ADAMSBROWN WEALTH CONSULTANTS LLC's quarterly CPSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to ADAMSBROWN WEALTH CONSULTANTS LLC Holdings