Signal Advisors Wealth, LLC CPSD — CALAMOS ETF TR

Ownership history in Signal Advisors Wealth, LLC  ·  5 quarters on record

AI Ownership Summary

Signal Advisors Wealth, LLC reported CALAMOS ETF TR (CPSD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows CPSD at 0.02% 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 CPSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Signal Advisors Wealth, 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

CPSD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

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.

CPSD stock page Signal Advisors Wealth, LLC fund profile Signal Advisors Wealth, LLC full holdings
How Signal Advisors Wealth, LLC held CPSD — position size vs. price
% of Fund (quarterly)    CPSD 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 REDUCED — — — 13,865 -1,618 -10.5% 0.02% $359K 2026-04-17 $26.38
2025 Q4 ADDED — — — 15,483 +1,005 +6.9% 0.03% $403K 2026-01-13 $26.11
2025 Q3 ADDED — — — 14,478 +25 +0.2% 0.03% $370K 2025-10-10 $25.44
2025 Q2 ADDED — — — 14,453 +4,725 +48.6% 0.03% $359K 2025-07-10 $24.89
2025 Q1 INITIATED — — — 9,728 — — 0.02% $232K 2025-04-11 $23.89

🏢 Other funds also holding CPSD

As of 2026 Q1 — sorted by position size

STOLZ & ASSOCIATES, PS 0.77% Cyr Financial Inc. 0.6% BURKETT FINANCIAL SERVICES, LLC 0.46% New England Capital Financial Advisors LLC 3Y 0.4% Blue Water Asset Management 0.22% LeClair Wealth Partners LLC 0.22% MARIPAU WEALTH MANAGEMENT LLC 3Y 0.16% Grantvest Financial Group LLC 0.15% WealthTrust Asset Management, LLC 3Y 0.12% Calamos Wealth Management LLC 3Y 7Y 0.08%

FAQ About Signal Advisors Wealth, LLC and CPSD

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

How long has Signal Advisors Wealth, LLC reported owning CPSD?

Signal Advisors Wealth, LLC reported CPSD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CPSD position in Signal Advisors Wealth, LLC's portfolio?

The largest reported portfolio weight for CPSD was 0.03% in 2025 Q3.

What is the latest reported CPSD position on this page?

The most recent filing on this page is 2026 Q1, when Signal Advisors Wealth, LLC reported 13,865 shares, equal to 0.02% of portfolio, with an estimated market value of $359K.

What does the chart on this CPSD ownership page compare?

The chart compares Signal Advisors Wealth, LLC's quarterly CPSD 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.

How well did Signal Advisors Wealth, LLC time their CPSD position?

Based on 13F filing dates vs. subsequent CPSD price moves, Signal Advisors Wealth, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on CPSD relative to SPY over the holding period was -17.7%.

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