MFG
CPSM

Merit Financial Group’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

Merit Financial Group’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
2025
Q4 		– Sell
-8,665
Closed -$245K – 2036
2025
Q3 		$245K Hold
8,665
– – ﹤0.01% 1549
2025
Q2 		$241K Buy
+8,665
New +$236K ﹤0.01% 1456

Other funds holding CPSM

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $165M AUM 15.49% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Merit Financial Group's CPSM Position: Q4 2025 in Review

Merit Financial Group sold out of Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q4 2025, closing a stake of 8,665 shares — an estimated $245K sold.

Merit Financial Group first reported a position in CPSM in Q2 2025 and held it in 2 quarters. The position peaked at $245K in Q3 2025. 28 funds tracked by Wall St. Rank hold CPSM as of Q4 2025.

  • Merit Financial Group reported no remaining Calamos S&P 500 Structured Alt Protection ETF - May position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 8,665 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q4 2025, an estimated $245K.
  • Merit Financial Group first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q2 2025 and held it in 2 quarters.
  • Merit Financial Group's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $245K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.