GFG
CPSM

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

Grantvest Financial Group’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 		$1.22M Buy
+41,820
New +$1.22M 0.71% 27

Other funds holding CPSM

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $155M AUM 17.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Grantvest Financial Group opened a new position in Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q2 2026: 41,820 shares worth $1.22M. The stake represents 0.71% of the portfolio and ranks #27 among its holdings.

17 funds tracked by Wall St. Rank hold CPSM as of Q2 2026.

  • Grantvest Financial Group held 41,820 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $1.22M as of Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - May was a new Grantvest Financial Group position in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - May made up 0.71% of Grantvest Financial Group's portfolio in Q2 2026, its #27 holding.
  • 17 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q2 2026.

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