JIM SAULNIER & ASSOCIATES, LLC CPSR — CALAMOS ETF TR

Ownership history in JIM SAULNIER & ASSOCIATES, LLC  ·  5 quarters on record

AI Ownership Summary

JIM SAULNIER & ASSOCIATES, LLC reported CALAMOS ETF TR (CPSR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.2% in 2025 Q1. The latest visible filing shows CPSR at 0.13% 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 JIM SAULNIER & ASSOCIATES, 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

CPSR was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q1

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

Time in book
Holding Window
2025 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.

CPSR stock page JIM SAULNIER & ASSOCIATES, LLC fund profile JIM SAULNIER & ASSOCIATES, LLC full holdings
How JIM SAULNIER & ASSOCIATES, LLC held CPSR — position size vs. price
% of Fund (quarterly)    CPSR 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 Q1 UNCHANGED — — — 10,901 — 0% 0.13% $275K 2026-04-22 $25.61
2025 Q4 UNCHANGED — — — 10,901 — 0% 0.14% $275K 2026-01-29 $25.32
2025 Q3 UNCHANGED — — — 10,901 — 0% 0.15% $271K 2025-11-03 $24.92
2025 Q2 UNCHANGED — — — 10,901 — 0% 0.18% $265K 2025-08-04 $24.48
2025 Q1 INITIATED — — — 10,901 — — 0.20% $257K 2025-04-21 $23.33

🏢 Other funds also holding CPSR

As of 2026 Q1 — sorted by position size

STOLZ & ASSOCIATES, PS 0.2% Fortitude Advisory Group L.L.C. 3Y 0.17% Blue Water Asset Management 0.15% LeClair Wealth Partners LLC 0.15% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 0.07% Calamos Wealth Management LLC 3Y 7Y 0.06% Garden State Investment Advisory Services LLC 3Y 0.06% Calamos Advisors LLC 3Y 7Y 0.04% New England Capital Financial Advisors LLC 3Y 0.01% BURKETT FINANCIAL SERVICES, LLC 0.01%

FAQ About JIM SAULNIER & ASSOCIATES, LLC and CPSR

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

How long has JIM SAULNIER & ASSOCIATES, LLC reported owning CPSR?

JIM SAULNIER & ASSOCIATES, LLC reported CPSR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CPSR position in JIM SAULNIER & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for CPSR was 0.20% in 2025 Q1.

What is the latest reported CPSR position on this page?

The most recent filing on this page is 2026 Q1, when JIM SAULNIER & ASSOCIATES, LLC reported 10,901 shares, equal to 0.13% of portfolio, with an estimated market value of $275K.

What does the chart on this CPSR ownership page compare?

The chart compares JIM SAULNIER & ASSOCIATES, LLC'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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