Envestnet Asset Management
CPSM

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

Envestnet Asset 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 		– Sell
-38,467
Closed -$1.03M – 4575
2025
Q1 		$1.03M Sell
38,467
-2,771
-7% -$74.6K ﹤0.01% 3178
2024
Q4 		$1.1M Sell
41,238
-205,535
-83% -$5.46M ﹤0.01% 3112
2024
Q3 		$6.5M Sell
246,773
-486,042
-66% -$12.6M ﹤0.01% 1930
2024
Q2 		$18.8M Buy
+732,815
New +$18.7M 0.01% 1159

Other funds holding CPSM

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AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $165M AUM 15.49% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.9B AUM 25.59% 1-Year Est. Return