AWM
CPSM

AE Wealth Management’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

AE Wealth Management’s Portfolio CPSM Stock Details CPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,973
Closed -$447K – 2172
2024
Q3 		$447K Buy
16,973
+774
+5% +$20.1K ﹤0.01% 918
2024
Q2 		$416K Buy
+16,199
New +$413K ﹤0.01% 932

Other funds holding CPSM

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $165M AUM 15.49% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AE Wealth Management's CPSM Position: Q4 2024 in Review

AE Wealth Management sold out of Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q4 2024, closing a stake of 16,973 shares — an estimated $447K sold.

AE Wealth Management first reported a position in CPSM in Q2 2024 and held it in 2 quarters. The position peaked at $447K in Q3 2024. 22 funds tracked by Wall St. Rank hold CPSM as of Q4 2024.

  • AE Wealth Management reported no remaining Calamos S&P 500 Structured Alt Protection ETF - May position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 16,973 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q4 2024, an estimated $447K.
  • AE Wealth Management first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q2 2024 and held it in 2 quarters.
  • AE Wealth Management's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $447K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q4 2024.

Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.