Cetera Investment Advisers

Cetera Investment Advisers’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

Cetera Investment Advisers’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	$996K	Hold	34,531	–	–	﹤0.01%	2908
2025 Q4	$988K	Hold	34,531	–	–	﹤0.01%	2835
2025 Q3	$977K	Buy	34,531 +5,362	+18%	+$150K	﹤0.01%	2783
2025 Q2	$813K	Buy	29,169 +1,675	+6%	+$45.6K	﹤0.01%	2566
2025 Q1	$739K	Sell	27,494 -1,500	-5%	-$40.4K	﹤0.01%	2514
2024 Q4	$774K	Buy	28,994 +779	+3%	+$20.7K	﹤0.01%	2346
2024 Q3	$744K	Buy	28,215 +17,813	+171%	+$463K	﹤0.01%	2329
2024 Q2	$267K	Buy	+10,402	New	+$265K	﹤0.01%	3133

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

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 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