CALAMOS ETF TR

Ticker: CPSL CUSIP: 12811T738 Class: LADDERED S&P 500

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
BURKETT FINANCIAL SERVICES, LLC720,452$19,599
Mutual Advisors, LLC130,125$3,540
HighTower Advisors, LLC110,277$3,000
Cetera Investment Advisers83,696$2,277
Amplius Wealth Advisors, LLC79,139$2,153
Capital Analysts, LLC74,142$2
Worth Asset Management, LLC68,120$1,853
CENTAURUS FINANCIAL, INC.66,556$2
COMMONWEALTH EQUITY SERVICES, LLC66,200$1,801
SUSQUEHANNA INTERNATIONAL GROUP, LLP39,142$1,065
HARBOUR INVESTMENTS, INC.33,023$898
Cambridge Investment Research Advisors, Inc.32,695$1
ROYAL BANK OF CANADA28,699$781
Calamos Wealth Management LLC28,319$770
MML INVESTORS SERVICES, LLC27,691$753
Garden State Investment Advisory Services LLC24,365$663
Applied Capital LLC18,211$495
Crown Wealth Group, LLC13,261$361
ATX Financial Planning, LLC12,389$337
TD Capital Management LLC11,376$309
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,212$278
Leelyn Smith, LLC9,578$261
SMITH, MOORE & CO.9,133$248
Geneos Wealth Management Inc.4,100$112
Legacy Wealth Managment, LLC/ID1,911$52
ARMSTRONG ADVISORY GROUP, INC1,864$51
Aptus Capital Advisors, LLC1,157$31
Camelot Portfolios, LLC801$22
UBS Group AG128$3
Total (29 institutions)1,706,762$41,719