Able Wealth Management’s Calamos S&P 500 Structured Alt Protection ETF - July CPSJ Stock Holding History

Able Wealth Management’s Portfolio CPSJ Stock Details CPSJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$224K	Hold	8,340	–	–	0.06%	116
2025 Q4	$224K	Hold	8,340	–	–	0.07%	107
2025 Q3	$222K	Hold	8,340	–	–	0.08%	99
2025 Q2	$217K	Hold	8,340	–	–	0.11%	100
2025 Q1	$207K	Hold	8,340	–	–	0.12%	96
2024 Q4	$209K	Hold	8,340	–	–	0.14%	93
2024 Q3	$206K	Buy	+8,340	New	+$203K	0.16%	87

Other funds holding CPSJ

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

LWP

LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Able Wealth Management's CPSJ Position: Q1 2026 in Review

Able Wealth Management held its Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) position steady in Q1 2026 at 8,340 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #116.

Able Wealth Management first reported a position in CPSJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $224K in Q4 2025. 28 funds tracked by Wall St. Rank hold CPSJ as of Q1 2026.

Able Wealth Management held 8,340 shares of Calamos S&P 500 Structured Alt Protection ETF - July worth $224K as of Q1 2026.
Able Wealth Management left its Calamos S&P 500 Structured Alt Protection ETF - July share count unchanged in Q1 2026.
Calamos S&P 500 Structured Alt Protection ETF - July made up 0.06% of Able Wealth Management's portfolio in Q1 2026, its #116 holding.
Able Wealth Management first reported a position in Calamos S&P 500 Structured Alt Protection ETF - July in Q3 2024 and has held it in 7 quarters since.
Able Wealth Management's Calamos S&P 500 Structured Alt Protection ETF - July position peaked at $224K in Q4 2025.
28 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.