LWP
CPSM

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

LeClair Wealth Partners’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
Q2 		– Sell
-15,962
Closed -$461K – 208
2026
Q1 		$461K Buy
+15,962
New +$459K 0.16% 58

Other funds holding CPSM

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $155M AUM 17.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LeClair Wealth Partners's CPSM Position: Q2 2026 in Review

LeClair Wealth Partners sold out of Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q2 2026, closing a stake of 15,962 shares — an estimated $461K sold.

LeClair Wealth Partners first reported a position in CPSM in Q1 2026 and held it in 1 quarter. The position peaked at $461K in Q1 2026. 30 funds tracked by Wall St. Rank hold CPSM as of Q2 2026.

  • LeClair Wealth Partners reported no remaining Calamos S&P 500 Structured Alt Protection ETF - May position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 15,962 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q2 2026, an estimated $461K.
  • LeClair Wealth Partners first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $461K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.