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 Q3	$234K	Hold	8,340	–	–	0.05%	143
2026 Q2	$231K	Hold	8,340	–	–	0.05%	135
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

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Able Wealth Management's CPSJ Position: Q3 2026 in Review

Able Wealth Management held its Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) position steady in Q3 2026 at 8,340 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #143.

Able Wealth Management first reported a position in CPSJ in Q3 2024 and has held it in 9 quarters since. 10 funds tracked by Wall St. Rank hold CPSJ as of Q3 2026.

Able Wealth Management held 8,340 shares of Calamos S&P 500 Structured Alt Protection ETF - July worth $234K as of Q3 2026.
Able Wealth Management left its Calamos S&P 500 Structured Alt Protection ETF - July share count unchanged in Q3 2026.
Calamos S&P 500 Structured Alt Protection ETF - July made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #143 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 9 quarters since.
10 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.