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 Q2	$282K	Hold	10,901	–	–	0.11%	131
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 $30.1B AUM 30.03% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $310M AUM

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Stolz & Associates Tacoma, Washington $160M AUM

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Jim Saulnier & Associates's CPSR Position: Q2 2026 in Review

Jim Saulnier & Associates held its Calamos S&P 500 Structured Alt Protection ETF - March (CPSR) position steady in Q2 2026 at 10,901 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #131.

Jim Saulnier & Associates first reported a position in CPSR in Q1 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold CPSR as of Q2 2026.

Jim Saulnier & Associates held 10,901 shares of Calamos S&P 500 Structured Alt Protection ETF - March worth $282K as of Q2 2026.
Jim Saulnier & Associates left its Calamos S&P 500 Structured Alt Protection ETF - March share count unchanged in Q2 2026.
Calamos S&P 500 Structured Alt Protection ETF - March made up 0.11% of Jim Saulnier & Associates's portfolio in Q2 2026, its #131 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 6 quarters since.
19 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - March as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.