Calamos Wealth Management
CPSY icon

Calamos Wealth Management’s Calamos S&P 500 Structured Alt Protection ETF - January CPSY Stock Holding History

Calamos Wealth Management’s Portfolio CPSY Stock Details CPSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$291K Hold
11,125
– – 0.01% 389
2026
Q2 		$286K Sell
11,125
-4,260
-28% -$109K 0.01% 383
2026
Q1 		$385K Hold
15,385
– – 0.01% 321
2025
Q4 		$386K Hold
15,385
– – 0.01% 309
2025
Q3 		$380K Hold
15,385
– – 0.01% 301
2025
Q2 		$372K Buy
15,385
+4,330
+39% +$102K 0.02% 267
2025
Q1 		$259K Buy
+11,055
New +$261K 0.01% 272

Other funds holding CPSY

Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Sterling Financial Planning
Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Essential Investment Partners
Essential Investment Partners Englewood, Colorado $148M AUM 27.34% 1-Year Est. Return
New England Capital Financial Advisors
New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Calamos Wealth Management's CPSY Position: Q3 2026 in Review

Calamos Wealth Management held its Calamos S&P 500 Structured Alt Protection ETF - January (CPSY) position steady in Q3 2026 at 11,125 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #389.

Calamos Wealth Management first reported a position in CPSY in Q1 2025 and has held it in 7 quarters since. The position peaked at $386K in Q4 2025. 11 funds tracked by Wall St. Rank hold CPSY as of Q3 2026.

  • Calamos Wealth Management held 11,125 shares of Calamos S&P 500 Structured Alt Protection ETF - January worth $291K as of Q3 2026.
  • Calamos Wealth Management left its Calamos S&P 500 Structured Alt Protection ETF - January share count unchanged in Q3 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - January made up 0.01% of Calamos Wealth Management's portfolio in Q3 2026, its #389 holding.
  • Calamos Wealth Management first reported a position in Calamos S&P 500 Structured Alt Protection ETF - January in Q1 2025 and has held it in 7 quarters since.
  • Calamos Wealth Management's Calamos S&P 500 Structured Alt Protection ETF - January position peaked at $386K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - January as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.