CWM
CPSM

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

Congress 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
2025
Q2 		$205K Buy
+7,367
New +$201K ﹤0.01% 1142

Other funds holding CPSM

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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 $473M AUM 19.65% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Congress Wealth Management's CPSM Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q2 2025: 7,367 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings.

26 funds tracked by Wall St. Rank hold CPSM as of Q2 2025.

  • Congress Wealth Management held 7,367 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $205K as of Q2 2025.
  • Calamos S&P 500 Structured Alt Protection ETF - May was a new Congress Wealth Management position in Q2 2025.
  • Calamos S&P 500 Structured Alt Protection ETF - May made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1142 holding.
  • 26 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.