EWA
CPSA

EP Wealth Advisors’s Calamos S&P 500 Structured Alt Protection ETF - August CPSA Stock Holding History

EP Wealth Advisors’s Portfolio CPSA Stock Details CPSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,286
Closed -$408K – 1375
2024
Q4 		$408K Buy
+16,286
New +$407K ﹤0.01% 756

Other funds holding CPSA

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

EP Wealth Advisors's CPSA Position: Q1 2025 in Review

EP Wealth Advisors sold out of Calamos S&P 500 Structured Alt Protection ETF - August (CPSA) in Q1 2025, closing a stake of 16,286 shares — an estimated $408K sold.

EP Wealth Advisors first reported a position in CPSA in Q4 2024 and held it in 1 quarter. The position peaked at $408K in Q4 2024. 15 funds tracked by Wall St. Rank hold CPSA as of Q1 2025.

  • EP Wealth Advisors reported no remaining Calamos S&P 500 Structured Alt Protection ETF - August position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 16,286 Calamos S&P 500 Structured Alt Protection ETF - August shares in Q1 2025, an estimated $408K.
  • EP Wealth Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - August in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Calamos S&P 500 Structured Alt Protection ETF - August position peaked at $408K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - August as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.