Avantax Advisory Services’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$268K	Buy	9,609 +1,135	+13%	+$30.9K	﹤0.01%	2004
2025 Q1	$228K	Sell	8,474 -479	-5%	-$12.9K	﹤0.01%	2019
2024 Q4	$239K	Hold	8,953	–	–	﹤0.01%	1942
2024 Q3	$236K	Hold	8,953	–	–	﹤0.01%	1916
2024 Q2	$230K	Buy	+8,953	New	+$228K	﹤0.01%	1877

Other funds holding CPSM

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $155M AUM 17.72% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

Avantax Advisory Services's CPSM Position: Q2 2025 in Review

Avantax Advisory Services increased its Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) stake by 13% in Q2 2025, buying an estimated $30.9K and bringing the position to 9,609 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Avantax Advisory Services first reported a position in CPSM in Q2 2024 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold CPSM as of Q2 2025.

Avantax Advisory Services held 9,609 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $268K as of Q2 2025.
Avantax Advisory Services bought 1,135 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q2 2025, an estimated $30.9K.
Calamos S&P 500 Structured Alt Protection ETF - May made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2004 holding.
Avantax Advisory Services first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q2 2024 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.