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
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 $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $71.6B AUM 21.08% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Grantvest Financial Group's CPSJ Position: Q1 2026 in Review

Grantvest Financial Group reduced its Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) stake by 30% in Q1 2026, selling an estimated $614K and leaving 52,302 shares worth $1.41M. The position accounts for 0.91% of the portfolio, ranked #18.

Grantvest Financial Group first reported a position in CPSJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.09M in Q3 2025. 28 funds tracked by Wall St. Rank hold CPSJ as of Q1 2026.

  • Grantvest Financial Group held 52,302 shares of Calamos S&P 500 Structured Alt Protection ETF - July worth $1.41M as of Q1 2026.
  • Grantvest Financial Group sold 22,769 Calamos S&P 500 Structured Alt Protection ETF - July shares in Q1 2026, an estimated $614K.
  • Calamos S&P 500 Structured Alt Protection ETF - July made up 0.91% of Grantvest Financial Group's portfolio in Q1 2026, its #18 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 3 quarters since.
  • Grantvest Financial Group's Calamos S&P 500 Structured Alt Protection ETF - July position peaked at $2.09M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.