Amplius Wealth Advisors
CPSM icon

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
Q3 		$1.56M Sell
52,583
-21,049
-29% -$620K 0.11% 69
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

Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Jessup Wealth Management
Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Amplius Wealth Advisors's CPSM Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) stake by 29% in Q3 2026, selling an estimated $620K and leaving 52,583 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #69.

Amplius Wealth Advisors first reported a position in CPSM in Q2 2024 and has held it in 10 quarters since. The position peaked at $32.8M in Q2 2024. 8 funds tracked by Wall St. Rank hold CPSM as of Q3 2026.

  • Amplius Wealth Advisors held 52,583 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $1.56M as of Q3 2026.
  • Amplius Wealth Advisors sold 21,049 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q3 2026, an estimated $620K.
  • Calamos S&P 500 Structured Alt Protection ETF - May made up 0.11% of Amplius Wealth Advisors's portfolio in Q3 2026, its #69 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 10 quarters since.
  • Amplius Wealth Advisors's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $32.8M in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.