APFP
CPSJ

Action Point Financial Planning’s Calamos S&P 500 Structured Alt Protection ETF - July CPSJ Stock Holding History

Action Point Financial Planning’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
Q2 		$91.5K Buy
+3,307
New +$90.8K 0.01% 623

Other funds holding CPSJ

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Action Point Financial Planning's CPSJ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) in Q2 2026: 3,307 shares worth $91.5K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings.

29 funds tracked by Wall St. Rank hold CPSJ as of Q2 2026.

  • Action Point Financial Planning held 3,307 shares of Calamos S&P 500 Structured Alt Protection ETF - July worth $91.5K as of Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - July was a new Action Point Financial Planning position in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - July made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #623 holding.
  • 29 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.