IFP Advisors’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

IFP Advisors’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	$2.93K	Hold	100	–	–	﹤0.01%	4062
2026 Q1	$2.89K	Hold	100	–	–	﹤0.01%	3811
2025 Q4	$2.86K	Hold	100	–	–	﹤0.01%	3700
2025 Q3	$2.83K	Hold	100	–	–	﹤0.01%	3551
2025 Q2	$2.79K	Buy	+100	New	+$2.72K	﹤0.01%	3732

Other funds holding CPSM

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

IFP Advisors's CPSM Position: Q2 2026 in Review

IFP Advisors held its Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) position steady in Q2 2026 at 100 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #4062.

IFP Advisors first reported a position in CPSM in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold CPSM as of Q2 2026.

IFP Advisors held 100 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $2.93K as of Q2 2026.
IFP Advisors 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 IFP Advisors's portfolio in Q2 2026, its #4062 holding.
IFP Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q2 2025 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.