CREATIVE FINANCIAL DESIGNS INC /ADV CPSO — CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - OCTOBER

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

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - OCTOBER (CPSO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows CPSO 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 CPSO 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 - OCTOBER, 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

CPSO 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
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.

CPSO stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held CPSO — position size vs. price
% of Fund (quarterly)    CPSO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 871 +33 +3.9% 0.00% $24K 2026-04-13 $27.31
2025 Q4 ADDED — — — 838 +335 +66.6% 0.00% $23K 2026-02-06 $27.22
2025 Q3 UNCHANGED — — — 503 — 0% 0.00% $13K 2025-11-14 (Est.) $26.83
2025 Q2 REDUCED 6.7% +2.0% ❌ 503 -36 -6.7% 0.00% $13K 2025-08-04 $26.43
2025 Q1 UNCHANGED — — — 539 — 0% 0.00% $14K 2025-04-23 $25.21
2024 Q4 INITIATED — — — 539 — — 0.00% $14K 2025-02-10 $25.68

🏢 Other funds also holding CPSO

As of 2026 Q1 — sorted by position size

Blue Water Asset Management 0.29% LeClair Wealth Partners LLC 0.29% Rooted Wealth Advisors, Inc. 3Y 0.09% Calamos Advisors LLC 3Y 7Y 0.03% Calamos Wealth Management LLC 3Y 7Y 0.02% New England Capital Financial Advisors LLC 3Y 0.0% Spire Wealth Management 3Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and CPSO

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 CPSO?

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

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

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

What is the latest reported CPSO position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 871 shares, equal to 0.00% of portfolio, with an estimated market value of $24K.

What does the chart on this CPSO ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly CPSO 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 CREATIVE FINANCIAL DESIGNS INC /ADV time their CPSO position?

Based on 13F filing dates vs. subsequent CPSO price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 1 out of 3 reported position changes (33%).

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