Jim Saulnier & Associates’s Calamos S&P 500 Structured Alt Protection ETF - March CPSR Stock Holding History

Jim Saulnier & Associates’s Portfolio CPSR Stock Details CPSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$275K	Hold	10,901	–	–	0.13%	114
2025 Q4	$275K	Hold	10,901	–	–	0.14%	117
2025 Q3	$271K	Hold	10,901	–	–	0.15%	113
2025 Q2	$265K	Hold	10,901	–	–	0.18%	98
2025 Q1	$257K	Buy	+10,901	New	+$258K	0.2%	90

Other funds holding CPSR

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

FAG

Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return

Stolz & Associates Tacoma, Washington $143M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jim Saulnier & Associates's CPSR Position: Q1 2026 in Review

Jim Saulnier & Associates held its Calamos S&P 500 Structured Alt Protection ETF - March (CPSR) position steady in Q1 2026 at 10,901 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #114.

Jim Saulnier & Associates first reported a position in CPSR in Q1 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold CPSR as of Q1 2026.

Jim Saulnier & Associates held 10,901 shares of Calamos S&P 500 Structured Alt Protection ETF - March worth $275K as of Q1 2026.
Jim Saulnier & Associates left its Calamos S&P 500 Structured Alt Protection ETF - March share count unchanged in Q1 2026.
Calamos S&P 500 Structured Alt Protection ETF - March made up 0.13% of Jim Saulnier & Associates's portfolio in Q1 2026, its #114 holding.
Jim Saulnier & Associates first reported a position in Calamos S&P 500 Structured Alt Protection ETF - March in Q1 2025 and has held it in 5 quarters since.
21 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - March as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.