# CALAMOS ETF TR (CPSL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CPSL/

- Reporting holders: 3
- Reported value: $24.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $21.8M | 772,621 | 6.6% | 9 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $2.4M | 85,463 | 0.7% | 7 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $52.7K | 1,864 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $24.3M |
| Q2 2026 | 33 | $59.7M |
| Q1 2026 | 29 | $55.6M |
| Q4 2025 | 29 | $46.4M |
| Q3 2025 | 26 | $42.8M |
| Q2 2025 | 19 | $55.5M |
| Q1 2025 | 13 | $28.2M |
| Q4 2024 | 14 | $28.7M |
| Q3 2024 | 8 | $16.5M |

