GWM
CPSJ

Geneos Wealth Management’s Calamos S&P 500 Structured Alt Protection ETF - July CPSJ Stock Holding History

Geneos Wealth Management’s Portfolio CPSJ Stock Details CPSJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-630
Closed -$16.8K – 2576
2025
Q3 		$16.8K Hold
630
– – ﹤0.01% 1791
2025
Q2 		$16.4K Sell
630
-315
-33% -$7.93K ﹤0.01% 2122
2025
Q1 		$23.4K Buy
945
+630
+200% +$15.8K ﹤0.01% 2259
2024
Q4 		$7.88K Buy
+315
New +$7.85K ﹤0.01% 2150

Other funds holding CPSJ

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
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

Geneos Wealth Management's CPSJ Position: Q4 2025 in Review

Geneos Wealth Management sold out of Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) in Q4 2025, closing a stake of 630 shares — an estimated $16.8K sold.

Geneos Wealth Management first reported a position in CPSJ in Q4 2024 and held it in 4 quarters. The position peaked at $23.4K in Q1 2025. 33 funds tracked by Wall St. Rank hold CPSJ as of Q4 2025.

  • Geneos Wealth Management reported no remaining Calamos S&P 500 Structured Alt Protection ETF - July position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 630 Calamos S&P 500 Structured Alt Protection ETF - July shares in Q4 2025, an estimated $16.8K.
  • Geneos Wealth Management first reported a position in Calamos S&P 500 Structured Alt Protection ETF - July in Q4 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Calamos S&P 500 Structured Alt Protection ETF - July position peaked at $23.4K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.