Advus Financial Partners’s Calamos S&P 500 Structured Alt Protection ETF - July CPSJ Stock Holding History

Advus Financial Partners’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	$342K	Sell	12,245 -600	-5%	-$16.7K	0.1%	110
2026 Q2	$355K	Buy	+12,845	New	+$353K	0.1%	107

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

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

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 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

Advus Financial Partners's CPSJ Position: Q3 2026 in Review

Advus Financial Partners reduced its Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) stake by 4.7% in Q3 2026, selling an estimated $16.7K and leaving 12,245 shares worth $342K. The position accounts for 0.1% of the portfolio, ranked #110.

Advus Financial Partners first reported a position in CPSJ in Q2 2026 and has held it in 2 quarters since. The position peaked at $355K in Q2 2026. 11 funds tracked by Wall St. Rank hold CPSJ as of Q3 2026.

Advus Financial Partners held 12,245 shares of Calamos S&P 500 Structured Alt Protection ETF - July worth $342K as of Q3 2026.
Advus Financial Partners sold 600 Calamos S&P 500 Structured Alt Protection ETF - July shares in Q3 2026, an estimated $16.7K.
Calamos S&P 500 Structured Alt Protection ETF - July made up 0.1% of Advus Financial Partners's portfolio in Q3 2026, its #110 holding.
Advus Financial Partners first reported a position in Calamos S&P 500 Structured Alt Protection ETF - July in Q2 2026 and has held it in 2 quarters since.
Advus Financial Partners's Calamos S&P 500 Structured Alt Protection ETF - July position peaked at $355K in Q2 2026.
11 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.