Jessup Wealth Management
CPSM icon

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

Jessup Wealth Management’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
Q3 		$322K Sell
10,878
-621
-5% -$18.3K 0.07% 68
2026
Q2 		$336K Buy
+11,499
New +$335K 0.1% 66

Other funds holding CPSM

Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Jessup Wealth Management's CPSM Position: Q3 2026 in Review

Jessup Wealth Management reduced its Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) stake by 5.4% in Q3 2026, selling an estimated $18.3K and leaving 10,878 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #68.

Jessup Wealth Management first reported a position in CPSM in Q2 2026 and has held it in 2 quarters since. The position peaked at $336K in Q2 2026. 6 funds tracked by Wall St. Rank hold CPSM as of Q3 2026.

  • Jessup Wealth Management held 10,878 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $322K as of Q3 2026.
  • Jessup Wealth Management sold 621 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q3 2026, an estimated $18.3K.
  • Calamos S&P 500 Structured Alt Protection ETF - May made up 0.07% of Jessup Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Jessup Wealth Management first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q2 2026 and has held it in 2 quarters since.
  • Jessup Wealth Management's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $336K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.