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CPSJ

Legacy Investment Solutions’s Calamos S&P 500 Structured Alt Protection ETF - July CPSJ Stock Holding History

Legacy Investment Solutions’s Portfolio CPSJ Stock Details CPSJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$328K Hold
12,969
– – 0.21% 56
2024
Q3 		$324K Buy
+12,969
New +$315K 0.19% 49

Other funds holding CPSJ

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Legacy Investment Solutions's CPSJ Position: Q4 2024 in Review

Legacy Investment Solutions held its Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) position steady in Q4 2024 at 12,969 shares worth $328K. The position accounts for 0.21% of the portfolio, ranked #56.

Legacy Investment Solutions first reported a position in CPSJ in Q3 2024 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold CPSJ as of Q4 2024.

  • Legacy Investment Solutions held 12,969 shares of Calamos S&P 500 Structured Alt Protection ETF - July worth $328K as of Q4 2024.
  • Legacy Investment Solutions left its Calamos S&P 500 Structured Alt Protection ETF - July share count unchanged in Q4 2024.
  • Calamos S&P 500 Structured Alt Protection ETF - July made up 0.21% of Legacy Investment Solutions's portfolio in Q4 2024, its #56 holding.
  • Legacy Investment Solutions first reported a position in Calamos S&P 500 Structured Alt Protection ETF - July in Q3 2024 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.