Envestnet Asset Management
CPSO

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

Envestnet Asset Management’s Portfolio CPSO Stock Details CPSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-221,348
Closed -$5.64M – 4494
2024
Q4 		$5.64M Buy
+221,348
New +$5.62M ﹤0.01% 2024

Other funds holding CPSO

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's CPSO Position: Q1 2025 in Review

Envestnet Asset Management sold out of Calamos S&P 500 Structured Alt Protection ETF - October (CPSO) in Q1 2025, closing a stake of 221,348 shares — an estimated $5.64M sold.

Envestnet Asset Management first reported a position in CPSO in Q4 2024 and held it in 1 quarter. The position peaked at $5.64M in Q4 2024. 11 funds tracked by Wall St. Rank hold CPSO as of Q1 2025.

  • Envestnet Asset Management reported no remaining Calamos S&P 500 Structured Alt Protection ETF - October position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 221,348 Calamos S&P 500 Structured Alt Protection ETF - October shares in Q1 2025, an estimated $5.64M.
  • Envestnet Asset Management first reported a position in Calamos S&P 500 Structured Alt Protection ETF - October in Q4 2024 and held it in 1 quarter.
  • Envestnet Asset Management's Calamos S&P 500 Structured Alt Protection ETF - October position peaked at $5.64M in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - October as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.