BFC Planning, Inc.’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

BFC Planning, Inc.’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
2026 Q2	$35K	Hold	1,195	–	–	﹤0.01%	1734
2026 Q1	$34.5K	Hold	1,195	–	–	﹤0.01%	1487
2025 Q4	$34.2K	Hold	1,195	–	–	﹤0.01%	1520
2025 Q3	$33.8K	Hold	1,195	–	–	﹤0.01%	1336
2025 Q2	$33.3K	Hold	1,195	–	–	﹤0.01%	1286
2025 Q1	$32.1K	Hold	1,195	–	–	﹤0.01%	1271
2024 Q4	$31.9K	Buy	+1,195	New	+$31.7K	﹤0.01%	1280

Other funds holding CPSM

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFC Planning, Inc.'s CPSM Position: Q2 2026 in Review

BFC Planning, Inc. held its Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) position steady in Q2 2026 at 1,195 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

BFC Planning, Inc. first reported a position in CPSM in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold CPSM as of Q2 2026.

BFC Planning, Inc. held 1,195 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $35K as of Q2 2026.
BFC Planning, Inc. left its Calamos S&P 500 Structured Alt Protection ETF - May share count unchanged in Q2 2026.
Calamos S&P 500 Structured Alt Protection ETF - May made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1734 holding.
BFC Planning, Inc. first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q4 2024 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.