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Calamos S&P 500 STR ALT APR (CPSP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Calamos Advisors LLC
INCREASED
Shares473,018 from 356,378
Change+116,640 (+33%)
Value$12.9M (+$3.3M)
Filed 2026-11-02
Calamos Wealth Management LLC
DECREASED
Shares70,866 from 73,600
Change-2,734 (-4%)
Value$1.9M (-$48.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares14,756 from 16,791
Change-2,035 (-12%)
Value$402.2K (-$49.5K)
Filed 2026-11-02
JIM Saulnier & Associates, LLC
UNCHANGED
Shares12,746 from 12,746
Change0 (0%)
Value$347.5K (+$4.5K)
Filed 2026-11-04
TrustBank
UNCHANGED
Shares10,552 from 10,552
Change0 (0%)
Value$287.6K (+$3.7K)
Filed 2026-10-20
UBS Group AG
NEW
Shares1,388
Change+1,388
Value$37.8K
Filed 2026-11-10
New England Capital Financial Advisors LLC
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$15.4K (+$200)
Filed 2026-11-03
Old Mission Capital LLC
N/A
Shares— from 11,619
Change-11,619 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,612
Change-10,612 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 973
Change-973 (-100%)
Value—
Status
Calamos Advisors LLC
INCREASED473,018356,378+116,640+33%$9.6M$12.9M+$3.3M2026-11-02
Calamos Wealth Management LLC
DECREASED70,86673,600-2,734-4%$2.0M$1.9M-$48.8K2026-11-02
Commonwealth Equity Services, LLC
DECREASED14,75616,791-2,035-12%$451.8K$402.2K-$49.5K2026-11-02
JIM Saulnier & Associates, LLC
UNCHANGED12,74612,74600%$342.9K$347.5K+$4.5K2026-11-04
TrustBank
UNCHANGED10,55210,55200%$283.9K$287.6K+$3.7K2026-10-20
UBS Group AG
NEW1,388—+1,388——$37.8K—2026-11-10
New England Capital Financial Advisors LLC
UNCHANGED56656600%$15.2K$15.4K+$2002026-11-03
Old Mission Capital LLC
N/A—11,619-11,619-100%$312.6K———
Advisory Services Network, LLC
N/A—10,612-10,612-100%$285.5K———
Centaurus Financial, Inc.
N/A—7,840-7,840-100%$211.0K———
Capital Analysts, LLC
N/A—1,229-1,229-100%$33.0K———
Fiduciary Financial Advisors
N/A—973-973-100%$26.2K———
Showing 12 of 12 institutions