Cambridge Investment Research Advisors, Inc. CPSL — CALAMOS

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  5 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported CALAMOS (CPSL) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows CPSL at 0.00% 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 CPSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in CALAMOS, 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 Q2

CPSL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

CPSL stock page Cambridge Investment Research Advisors, Inc. fund profile Cambridge Investment Research Advisors, Inc. full holdings
How Cambridge Investment Research Advisors, Inc. held CPSL — position size vs. price
% of Fund (quarterly)    CPSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 32,908 -8,705 -20.9% 0.00% $919 2026-07-30 $28.07
2026 Q1 ADDED — — — 41,613 +8,918 +27.3% 0.00% $1K 2026-04-30 $27.70
2025 Q4 ADDED — — — 32,695 +13,587 +71.1% 0.00% $889K 2026-02-05 $27.31
2025 Q3 ADDED — — — 19,108 +6,322 +49.4% 0.00% $513K 2025-11-12 $27.04
2025 Q2 INITIATED — — — 12,786 — — 0.00% $336K 2025-07-31 $26.47

🏢 Other funds also holding CPSL

As of 2026 Q2 — sorted by position size

BURKETT FINANCIAL SERVICES, LLC 6.64% Innovative Asset Advisors Group, LLC 1.06% Worth Asset Management, LLC 3Y 0.63% Applied Capital LLC 3Y 0.23% Amplius Wealth Advisors, LLC 3Y 0.15% Family Office Research LLC 0.08% Capital Analysts, LLC 3Y 7Y 0.05% TD Capital Management LLC 3Y 7Y 0.04% Prime Capital Investment Advisors, LLC 3Y 7Y 0.04% Leelyn Smith, LLC 3Y 0.03%

FAQ About Cambridge Investment Research Advisors, Inc. and CPSL

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

How long has Cambridge Investment Research Advisors, Inc. reported owning CPSL?

Cambridge Investment Research Advisors, Inc. reported CPSL across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported CPSL position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for CPSL was 0.00% in 2026 Q1.

What is the latest reported CPSL position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 32,908 shares, equal to 0.00% of portfolio, with an estimated market value of $919.

What does the chart on this CPSL ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly CPSL 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.

How well did Cambridge Investment Research Advisors, Inc. time their CPSL position?

Based on 13F filing dates vs. subsequent CPSL price moves, Cambridge Investment Research Advisors, Inc. correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on CPSL relative to SPY over the holding period was -10.7%.

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