CPSD β€” CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - DECEMBER

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  6 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - DECEMBER (CPSD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows CPSD 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 CPSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - DECEMBER, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

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

Time in book
Holding Window
2024 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.

CPSD stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV 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 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,046 +108 +3.7% 0.00% $79K 2026-04-13 $26.21
2025 Q4 ADDED 2,938 +8 +0.3% 0.00% $76K 2026-02-06 $26.15
2025 Q3 UNCHANGED 2,930 β€” 0% 0.01% $75K 2025-11-14 (Est.) $25.78
2025 Q2 ADDED 2,930 +858 +41.4% 0.01% $73K 2025-08-04 $25.03
2025 Q1 ADDED 2,072 +1,790 +634.8% 0.00% $50K 2025-04-23 $23.85
2024 Q4 INITIATED 282 β€” β€” 0.00% $7K 2025-02-10 $24.33

🏒 Other funds also holding CPSD

As of 2026 Q1 β€” sorted by position size

STOLZ & ASSOCIATES, PS 0.77% BURKETT FINANCIAL SERVICES, LLC 0.46% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 0.07% Claro Advisors Inc. 3Y 7Y 0.05% Signal Advisors Wealth, LLC 0.02% WEDBUSH SECURITIES INC 3Y 7Y 0.01% CX Institutional 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and CPSD

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning CPSD?

CREATIVE FINANCIAL DESIGNS INC /ADV reported CPSD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CPSD position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for CPSD was 0.01% in 2025 Q2.

What is the latest reported CPSD position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 3,046 shares, equal to 0.00% of portfolio, with an estimated market value of $79K.

What does the chart on this CPSD ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV'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.

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