GFG
CPSJ

Grantvest Financial Group’s Calamos S&P 500 Structured Alt Protection ETF - July CPSJ Stock Holding History

Grantvest Financial Group’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
2026
Q2 		$947K Sell
34,244
-18,058
-35% -$496K 0.55% 41
2026
Q1 		$1.41M Sell
52,302
-22,769
-30% -$614K 0.91% 18
2025
Q4 		$2.02M Sell
75,071
-3,621
-5% -$96.7K 1.29% 12
2025
Q3 		$2.09M Buy
+78,692
New +$2.07M 1.44% 11

Other funds holding CPSJ

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grantvest Financial Group's CPSJ Position: Q2 2026 in Review

Grantvest Financial Group reduced its Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) stake by 35% in Q2 2026, selling an estimated $496K and leaving 34,244 shares worth $947K. The position accounts for 0.55% of the portfolio, ranked #41.

Grantvest Financial Group first reported a position in CPSJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.09M in Q3 2025. 31 funds tracked by Wall St. Rank hold CPSJ as of Q2 2026.

  • Grantvest Financial Group held 34,244 shares of Calamos S&P 500 Structured Alt Protection ETF - July worth $947K as of Q2 2026.
  • Grantvest Financial Group sold 18,058 Calamos S&P 500 Structured Alt Protection ETF - July shares in Q2 2026, an estimated $496K.
  • Calamos S&P 500 Structured Alt Protection ETF - July made up 0.55% of Grantvest Financial Group's portfolio in Q2 2026, its #41 holding.
  • Grantvest Financial Group first reported a position in Calamos S&P 500 Structured Alt Protection ETF - July in Q3 2025 and has held it in 4 quarters since.
  • Grantvest Financial Group's Calamos S&P 500 Structured Alt Protection ETF - July position peaked at $2.09M in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.