NBZ Investment Advisors’s Calamos S&P 500 Structured Alt Protection ETF - July CPSJ Stock Holding History

NBZ Investment Advisors’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
2026 Q2	$56.2K	Hold	2,033	–	–	0.02%	76
2026 Q1	$54.6K	Hold	2,033	–	–	0.02%	64
2025 Q4	$54.7K	Hold	2,033	–	–	0.02%	59
2025 Q3	$54K	Sell	2,033 -299	-13%	-$7.87K	0.03%	54
2025 Q2	$60.8K	Buy	2,332 +118	+5%	+$2.97K	0.03%	55
2025 Q1	$54.9K	Sell	2,214 -2,561	-54%	-$64.3K	0.03%	56
2024 Q4	$119K	Buy	+4,775	New	+$119K	0.07%	46

Other funds holding CPSJ

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

NBZ Investment Advisors's CPSJ Position: Q2 2026 in Review

NBZ Investment Advisors held its Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) position steady in Q2 2026 at 2,033 shares worth $56.2K. The position accounts for 0.02% of the portfolio, ranked #76.

NBZ Investment Advisors first reported a position in CPSJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q4 2024. 31 funds tracked by Wall St. Rank hold CPSJ as of Q2 2026.

NBZ Investment Advisors held 2,033 shares of Calamos S&P 500 Structured Alt Protection ETF - July worth $56.2K as of Q2 2026.
NBZ Investment Advisors left its Calamos S&P 500 Structured Alt Protection ETF - July share count unchanged in Q2 2026.
Calamos S&P 500 Structured Alt Protection ETF - July made up 0.02% of NBZ Investment Advisors's portfolio in Q2 2026, its #76 holding.
NBZ Investment Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - July in Q4 2024 and has held it in 7 quarters since.
NBZ Investment Advisors's Calamos S&P 500 Structured Alt Protection ETF - July position peaked at $119K in Q4 2024.
31 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.