CPSR β€” CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MARCH

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  4 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MARCH (CPSR) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows CPSR 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 CPSR 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 - MARCH, 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

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

High-water mark
Peak Conviction
0.0% 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
2025 Q2 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 CREATIVE FINANCIAL DESIGNS INC /ADV held CPSR β€” position size vs. price
% of Fund (quarterly)    CPSR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,494 +384 +34.6% 0.00% $38K 2026-04-13 $25.49
2025 Q4 ADDED 1,110 +173 +18.5% 0.00% $28K 2026-02-06 $25.35
2025 Q3 REDUCED 937 -500 -34.8% 0.00% $23K 2025-11-14 (Est.) $24.90
2025 Q2 INITIATED 1,437 β€” β€” 0.00% $35K 2025-08-04 $24.48

🏒 Other funds also holding CPSR

As of 2026 Q1 β€” sorted by position size

ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 0.07% BURKETT FINANCIAL SERVICES, LLC 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and CPSR

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 CPSR?

CREATIVE FINANCIAL DESIGNS INC /ADV reported CPSR across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

The largest reported portfolio weight for CPSR was 0.00% in 2025 Q2.

What is the latest reported CPSR position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 1,494 shares, equal to 0.00% of portfolio, with an estimated market value of $38K.

What does the chart on this CPSR ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly CPSR 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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