MA
CPSM

Mutual Advisors’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

Mutual Advisors’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
2026
Q1 		$291K Sell
10,087
-6,525
-39% -$188K 0.01% 1136
2025
Q4 		$476K Hold
16,612
– – 0.01% 901
2025
Q3 		$471K Buy
+16,612
New +$466K 0.01% 884

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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $165M AUM 15.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Mutual Advisors's CPSM Position: Q1 2026 in Review

Mutual Advisors reduced its Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) stake by 39% in Q1 2026, selling an estimated $188K and leaving 10,087 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #1136.

Mutual Advisors first reported a position in CPSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $476K in Q4 2025. 26 funds tracked by Wall St. Rank hold CPSM as of Q1 2026.

  • Mutual Advisors held 10,087 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $291K as of Q1 2026.
  • Mutual Advisors sold 6,525 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q1 2026, an estimated $188K.
  • Calamos S&P 500 Structured Alt Protection ETF - May made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1136 holding.
  • Mutual Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q3 2025 and has held it in 3 quarters since.
  • Mutual Advisors's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $476K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.