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

BCGM 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
2026 Q1	$1.03M	Hold	35,650	–	–	0.26%	82
2025 Q4	$1.02M	Hold	35,650	–	–	0.26%	80
2025 Q3	$1.01M	Hold	35,650	–	–	0.26%	80
2025 Q2	$993K	Hold	35,650	–	–	0.28%	77
2025 Q1	$958K	Hold	35,650	–	–	0.29%	73
2024 Q4	$952K	Hold	35,650	–	–	0.3%	74
2024 Q3	$940K	Hold	35,650	–	–	0.3%	69
2024 Q2	$916K	Buy	+35,650	New	+$908K	0.32%	67

Other funds holding CPSM

Calamos Advisors

Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return

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

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $165M AUM 15.49% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return