13FBOX
CALAMOS ETF TR S&P 500 STR OCTO · 13F Institutional Holdings
Options Calculator Rankings
C

CALAMOS ETF TR S&P 500 STR OCTO

CPSO
Institutions
20
Combined AUM (Q2 2026)
$16.0M
Combined Shares (Q2 2026)
576,181
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+42,573
3 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-72,953
9 · 2 Exit · ≈
⚖️ Net
-30,380
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$16.0M
Institutions
20
New Buys
2
Adds
1
Reduces
7
Exits
2
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Calamos Advisors LLC
0.03%0.03%#6$9.6M344,453$9.6M356,032-11,579-3.25%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#18$1.6M57,083$719,26226,635+30,448+114.32%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#15$669,88024,062$649,77024,06200.00%Unchanged
Blue Water Asset Management
0.18%0.29%#2$570,19120,481$831,81730,803-10,322-33.51%Reduce
Calamos Wealth Management LLC
0.02%0.02%#9$553,09719,867$687,25825,454-5,587-21.95%Reduce
Rooted Wealth Advisors, Inc.
0.09%0.09%#3$347,61012,486$343,05312,48600.00%Unchanged
Grantvest Financial Group LLC
0.19%0.26%#1$330,96211,888$396,39814,679-2,791-19.01%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%0.01%#12$320,41111,509$387,91814,365-2,856-19.88%Reduce
OLD MISSION CAPITAL LLC
0.01%0.01%#11$319,38011,472$510,86918,918-7,446-39.36%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#16$316,95811,385$307,00011,38500.00%Unchanged
Capital Analysts, LLC
0.01%0.01%#10$310,44411,151$302,00011,15100.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
0.03%#7$307,60411,049$00+11,049New Buy
Sloy Dahl & Holst, LLC
0.04%0.04%#5$299,00210,740$290,02810,74000.00%Unchanged
Security Financial Services, INC.
0.04%0.04%#4$282,07510,132$273,60910,13200.00%Unchanged
Spire Wealth Management
<0.01%<0.01%#14$66,8442,401$64,8382,40100.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#19$56,9602,046$55,2502,04600.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#20$55,6802,000$53,5952,00000.00%Unchanged
Regatta Research & Money Management
0.03%#8$29,9561,076$00+1,076New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#17$13,697492$23,521871-379-43.51%Reduce
New England Capital Financial Advisors LLC
<0.01%<0.01%#13$11,359408$11,01840800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow