LWMI
CPSA

Legacy Wealth Management (Idaho)’s Calamos S&P 500 Structured Alt Protection ETF - August CPSA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio CPSA Stock Details CPSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21
Closed -$526 – 821
2024
Q3 		$526 Buy
+21
New +$515 ﹤0.01% 606

Other funds holding CPSA

Calamos Advisors
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CPSA Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of Calamos S&P 500 Structured Alt Protection ETF - August (CPSA) in Q4 2024, closing a stake of 21 shares — an estimated $526 sold.

Legacy Wealth Management (Idaho) first reported a position in CPSA in Q3 2024 and held it in 1 quarter. The position peaked at $526 in Q3 2024. 17 funds tracked by Wall St. Rank hold CPSA as of Q4 2024.

  • Legacy Wealth Management (Idaho) reported no remaining Calamos S&P 500 Structured Alt Protection ETF - August position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 21 Calamos S&P 500 Structured Alt Protection ETF - August shares in Q4 2024, an estimated $526.
  • Legacy Wealth Management (Idaho) first reported a position in Calamos S&P 500 Structured Alt Protection ETF - August in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Calamos S&P 500 Structured Alt Protection ETF - August position peaked at $526 in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - August as of Q4 2024.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.