Prime Capital Investment Advisors, LLC CPSL — CALAMOS ETF TR LADDERED S&P 500

Ownership history in Prime Capital Investment Advisors, LLC  ·  2 quarters on record

AI Ownership Summary

Prime Capital Investment Advisors, LLC reported CALAMOS ETF TR LADDERED S&P 500 (CPSL) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows CPSL at 0.04% 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 Prime Capital Investment Advisors, LLC's position in CALAMOS ETF TR LADDERED S&P 500, 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 Q2

CPSL was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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 Q2

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 Prime Capital Investment Advisors, LLC held CPSL — position size vs. price
% of Fund (quarterly)    CPSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 134,220 +17,021 +14.5% 0.04% $3.7M 2026-08-05 $28.37
2026 Q1 INITIATED — — — 117,199 — — 0.04% $3.2M 2026-05-08 $27.80

🏢 Other funds also holding CPSL

As of 2026 Q3 — sorted by position size

BURKETT FINANCIAL SERVICES, LLC 6.59%

FAQ About Prime Capital Investment Advisors, 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 Prime Capital Investment Advisors, LLC reported owning CPSL?

Prime Capital Investment Advisors, LLC reported CPSL across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported CPSL position in Prime Capital Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for CPSL was 0.04% in 2026 Q1.

What is the latest reported CPSL position on this page?

The most recent filing on this page is 2026 Q2, when Prime Capital Investment Advisors, LLC reported 134,220 shares, equal to 0.04% of portfolio, with an estimated market value of $3.7M.

What does the chart on this CPSL ownership page compare?

The chart compares Prime Capital Investment Advisors, 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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