JSA
CPSY

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

Jim Saulnier & Associates’s Portfolio CPSY Stock Details CPSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$645K Hold
25,796
– – 0.31% 70
2025
Q4 		$647K Hold
25,796
– – 0.34% 66
2025
Q3 		$637K Hold
25,796
– – 0.35% 63
2025
Q2 		$623K Hold
25,796
– – 0.42% 51
2025
Q1 		$603K Buy
+25,796
New +$608K 0.47% 49

Other funds holding CPSY

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFP
Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Jim Saulnier & Associates held its Calamos S&P 500 Structured Alt Protection ETF - January (CPSY) position steady in Q1 2026 at 25,796 shares worth $645K. The position accounts for 0.31% of the portfolio, ranked #70.

Jim Saulnier & Associates first reported a position in CPSY in Q1 2025 and has held it in 5 quarters since. The position peaked at $647K in Q4 2025. 17 funds tracked by Wall St. Rank hold CPSY as of Q1 2026.

  • Jim Saulnier & Associates held 25,796 shares of Calamos S&P 500 Structured Alt Protection ETF - January worth $645K as of Q1 2026.
  • Jim Saulnier & Associates left its Calamos S&P 500 Structured Alt Protection ETF - January share count unchanged in Q1 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - January made up 0.31% of Jim Saulnier & Associates's portfolio in Q1 2026, its #70 holding.
  • Jim Saulnier & Associates first reported a position in Calamos S&P 500 Structured Alt Protection ETF - January in Q1 2025 and has held it in 5 quarters since.
  • Jim Saulnier & Associates's Calamos S&P 500 Structured Alt Protection ETF - January position peaked at $647K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - January as of Q1 2026.

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