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

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

Envestnet Asset Management's CPSM Position: Q2 2025 in Review

Envestnet Asset Management sold out of Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q2 2025, closing a stake of 38,467 shares — an estimated $1.03M sold.

Envestnet Asset Management first reported a position in CPSM in Q2 2024 and held it in 4 quarters. The position peaked at $18.8M in Q2 2024. 26 funds tracked by Wall St. Rank hold CPSM as of Q2 2025.

  • Envestnet Asset Management reported no remaining Calamos S&P 500 Structured Alt Protection ETF - May position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 38,467 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q2 2025, an estimated $1.03M.
  • Envestnet Asset Management first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q2 2024 and held it in 4 quarters.
  • Envestnet Asset Management's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $18.8M in Q2 2024.
  • 26 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.