AWA
CPSM

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

Amplius Wealth Advisors’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
2026
Q2 		$2.15M Sell
73,632
-9,231
-11% -$269K 0.16% 53
2026
Q1 		$2.39M Sell
82,863
-18,368
-18% -$528K 0.2% 49
2025
Q4 		$2.9M Sell
101,231
-3,988
-4% -$113K 0.24% 43
2025
Q3 		$2.98M Sell
105,219
-46,566
-31% -$1.31M 0.26% 44
2025
Q2 		$4.23M Sell
151,785
-254,615
-63% -$6.93M 0.39% 39
2025
Q1 		$10.9M Sell
406,400
-43,561
-10% -$1.17M 1.14% 26
2024
Q4 		$12M Sell
449,961
-78,367
-15% -$2.08M 1.23% 26
2024
Q3 		$13.9M Sell
528,328
-749,778
-59% -$19.5M 1.52% 21
2024
Q2 		$32.8M Buy
+1,278,106
New +$32.6M 3.65% 10

Other funds holding CPSM

SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Amplius Wealth Advisors's CPSM Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) stake by 11% in Q2 2026, selling an estimated $269K and leaving 73,632 shares worth $2.15M. The position accounts for 0.16% of the portfolio, ranked #53.

Amplius Wealth Advisors first reported a position in CPSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $32.8M in Q2 2024. 4 funds tracked by Wall St. Rank hold CPSM as of Q2 2026.

  • Amplius Wealth Advisors held 73,632 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $2.15M as of Q2 2026.
  • Amplius Wealth Advisors sold 9,231 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q2 2026, an estimated $269K.
  • Calamos S&P 500 Structured Alt Protection ETF - May made up 0.16% of Amplius Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Amplius Wealth Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q2 2024 and has held it in 9 quarters since.
  • Amplius Wealth Advisors's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $32.8M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.