AssetMark Inc’s Calamos S&P 500 Structured Alt Protection ETF - July CPSJ Stock Holding History

AssetMark Inc’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	$28.8K	Buy	+1,040	New	+$28.5K	﹤0.01%	2057

Other funds holding CPSJ

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CPL

CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return

TrustBank Olney, Illinois $295M AUM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AssetMark Inc's CPSJ Position: Q2 2026 in Review

AssetMark Inc opened a new position in Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) in Q2 2026: 1,040 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #2057 among its holdings.

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

AssetMark Inc held 1,040 shares of Calamos S&P 500 Structured Alt Protection ETF - July worth $28.8K as of Q2 2026.
Calamos S&P 500 Structured Alt Protection ETF - July was a new AssetMark Inc position in Q2 2026.
Calamos S&P 500 Structured Alt Protection ETF - July made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2057 holding.
13 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.