Security Financial Services, INC. CPSO β€” CALAMOS ETF TR

Ownership history in Security Financial Services, INC.  Β·  2 quarters on record

AI Ownership Summary

Security Financial Services, INC. reported CALAMOS ETF TR (CPSO) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows CPSO at 0.04% 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 CPSO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Security Financial Services, INC.'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 Q1

CPSO was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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 Security Financial Services, INC. held CPSO β€” position size vs. price
% of Fund (quarterly)    CPSO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 10,132 β€” 0% 0.04% $274K 2026-05-27 $27.76
2025 Q4 INITIATED β€” β€” β€” 10,132 β€” β€” 0.04% $274K 2026-01-27 $27.22

FAQ About Security Financial Services, INC. and CPSO

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

How long has Security Financial Services, INC. reported owning CPSO?

Security Financial Services, INC. reported CPSO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CPSO position in Security Financial Services, INC.'s portfolio?

The largest reported portfolio weight for CPSO was 0.04% in 2026 Q1.

What is the latest reported CPSO position on this page?

The most recent filing on this page is 2026 Q1, when Security Financial Services, INC. reported 10,132 shares, equal to 0.04% of portfolio, with an estimated market value of $274K.

What does the chart on this CPSO ownership page compare?

The chart compares Security Financial Services, INC.'s quarterly CPSO 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.

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