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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,119
Closed -$77.4K – 879
2025
Q1 		$77.4K Sell
3,119
-9,850
-76% -$247K 0.05% 116
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CPSJ Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) in Q2 2025, closing a stake of 3,119 shares — an estimated $77.4K sold.

Legacy Wealth Management (Idaho) first reported a position in CPSJ in Q3 2024 and held it in 3 quarters. The position peaked at $328K in Q4 2024. 22 funds tracked by Wall St. Rank hold CPSJ as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Calamos S&P 500 Structured Alt Protection ETF - July position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 3,119 Calamos S&P 500 Structured Alt Protection ETF - July shares in Q2 2025, an estimated $77.4K.
  • Legacy Wealth Management (Idaho) first reported a position in Calamos S&P 500 Structured Alt Protection ETF - July in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Calamos S&P 500 Structured Alt Protection ETF - July position peaked at $328K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.