PFG Advisors CPSJ β€” CALAMOS ETF TR

Ownership history in PFG Advisors  Β·  4 quarters on record

AI Ownership Summary

PFG Advisors reported CALAMOS ETF TR (CPSJ) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows CPSJ 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 CPSJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PFG Advisors'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 Q2

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

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

How PFG Advisors held CPSJ β€” position size vs. price
% of Fund (quarterly)    CPSJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 10,925 β€” 0% 0.02% $302K 2026-07-16 $27.76
2026 Q1 UNCHANGED β€” β€” β€” 10,925 β€” 0% 0.01% $294K 2026-05-05 $27.45
2025 Q4 REDUCED β€” β€” β€” 10,925 -40 -0.4% 0.01% $294K 2026-01-27 $27.01
2025 Q3 INITIATED β€” β€” β€” 10,965 β€” β€” 0.01% $292K 2025-11-13 $26.62

🏒 Other funds also holding CPSJ

As of 2026 Q2 β€” sorted by position size

BURKETT FINANCIAL SERVICES, LLC 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About PFG Advisors and CPSJ

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

How long has PFG Advisors reported owning CPSJ?

PFG Advisors reported CPSJ across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported CPSJ position in PFG Advisors's portfolio?

The largest reported portfolio weight for CPSJ was 0.02% in 2026 Q2.

What is the latest reported CPSJ position on this page?

The most recent filing on this page is 2026 Q2, when PFG Advisors reported 10,925 shares, equal to 0.02% of portfolio, with an estimated market value of $302K.

What does the chart on this CPSJ ownership page compare?

The chart compares PFG Advisors's quarterly CPSJ 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.

← Back to PFG Advisors Holdings