LWMI
CPSJ

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

Legacy Wealth Management (Idaho)’s Portfolio CPSJ Stock Details CPSJ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,119
Closed -$77.4K – 871
2025
Q1 		$77.4K Sell
3,119
-9,850
-76% -$244K 0.05% 114
2024
Q4 		$328K Hold
12,969
– – 0.21% 55
2024
Q3 		$324K Buy
+12,969
New +$324K 0.19% 48