CPSJ β€” CALAMOS ETF TR

Ownership history in Prospera Financial Services Inc  Β·  5 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported CALAMOS ETF TR (CPSJ) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows CPSJ 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 CPSJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc'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
2025 Q3

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

High-water mark
Peak Conviction
0.01% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 Prospera Financial Services Inc held CPSJ β€” position size vs. price
% of Fund (quarterly)    CPSJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8,850 -2,691 -23.3% 0.00% $235K 2025-11-06 $26.62
2025 Q2 REDUCED 11,541 -310 -2.6% 0.01% $301K 2025-08-06 $26.27
2025 Q1 REDUCED 11,851 -3,300 -21.8% 0.01% $294K 2025-05-15 $25.44
2024 Q4 REDUCED 15,151 -1,250 -7.6% 0.01% $379K 2025-02-13 $25.35
2024 Q3 INITIATED 16,401 β€” β€” 0.01% $405K 2024-11-07 $24.95

🏒 Other funds also holding CPSJ

As of 2026 Q1 β€” sorted by position size

BURKETT FINANCIAL SERVICES, LLC 0.02%

FAQ About Prospera Financial Services Inc and CPSJ

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

How long has Prospera Financial Services Inc reported owning CPSJ?

Prospera Financial Services Inc reported CPSJ across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported CPSJ position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for CPSJ was 0.01% in 2024 Q3.

What is the latest reported CPSJ position on this page?

The most recent filing on this page is 2025 Q3, when Prospera Financial Services Inc reported 8,850 shares, equal to 0.00% of portfolio, with an estimated market value of $235K.

What does the chart on this CPSJ ownership page compare?

The chart compares Prospera Financial Services Inc's quarterly CPSJ 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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