JWM
CPSD

Jessup Wealth Management’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

Jessup Wealth Management’s Portfolio CPSD Stock Details CPSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,456
Closed -$116K – 381
2025
Q4 		$116K Buy
+4,456
New +$115K 0.04% 106

Other funds holding CPSD

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Stolz & Associates Tacoma, Washington $143M AUM
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jessup Wealth Management's CPSD Position: Q1 2026 in Review

Jessup Wealth Management sold out of Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) in Q1 2026, closing a stake of 4,456 shares — an estimated $116K sold.

Jessup Wealth Management first reported a position in CPSD in Q4 2025 and held it in 1 quarter. The position peaked at $116K in Q4 2025. 31 funds tracked by Wall St. Rank hold CPSD as of Q1 2026.

  • Jessup Wealth Management reported no remaining Calamos S&P 500 Structured Alt Protection ETF - December position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 4,456 Calamos S&P 500 Structured Alt Protection ETF - December shares in Q1 2026, an estimated $116K.
  • Jessup Wealth Management first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Calamos S&P 500 Structured Alt Protection ETF - December position peaked at $116K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.