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

Concurrent Investment Advisors’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
Q3 		– Sell
-7,566
Closed -$221K – 2529
2026
Q2 		$221K Buy
+7,566
New +$220K ﹤0.01% 1882

Other funds holding CPSM

Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
BCGM Wealth Management
BCGM Wealth Management Lafayette, Indiana $500M AUM 11.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Concurrent Investment Advisors's CPSM Position: Q3 2026 in Review

Concurrent Investment Advisors sold out of Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q3 2026, closing a stake of 7,566 shares — an estimated $221K sold.

Concurrent Investment Advisors first reported a position in CPSM in Q2 2026 and held it in 1 quarter. The position peaked at $221K in Q2 2026. 27 funds tracked by Wall St. Rank hold CPSM as of Q3 2026.

  • Concurrent Investment Advisors reported no remaining Calamos S&P 500 Structured Alt Protection ETF - May position as of Q3 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 7,566 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q3 2026, an estimated $221K.
  • Concurrent Investment Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q2 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $221K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.