Family Office Research LLC CPSL β€” CALAMOS ETF TR

Ownership history in Family Office Research LLC  Β·  1 quarter on record

AI Ownership Summary

Family Office Research LLC reported CALAMOS ETF TR (CPSL) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows CPSL at 0.09% 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 Family Office Research 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

CPSL was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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
2026 Q1 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 Family Office Research LLC held CPSL β€” position size vs. price
% of Fund (quarterly)    CPSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 7,794 β€” β€” 0.09% $212K 2026-05-13 $27.81

🏒 Other funds also holding CPSL

As of 2026 Q2 β€” sorted by position size

BURKETT FINANCIAL SERVICES, LLC 6.64% Worth Asset Management, LLC 3Y 0.63%

FAQ About Family Office Research LLC and CPSL

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

How long has Family Office Research LLC reported owning CPSL?

Family Office Research LLC reported CPSL across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported CPSL position in Family Office Research LLC's portfolio?

The largest reported portfolio weight for CPSL was 0.09% in 2026 Q1.

What is the latest reported CPSL position on this page?

The most recent filing on this page is 2026 Q1, when Family Office Research LLC reported 7,794 shares, equal to 0.09% of portfolio, with an estimated market value of $212K.

What does the chart on this CPSL ownership page compare?

The chart compares Family Office Research LLC'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.

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