NIA
CPSJ

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
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
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 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
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

NBZ Investment Advisors's CPSJ Position: Q1 2026 in Review

NBZ Investment Advisors held its Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) position steady in Q1 2026 at 2,033 shares worth $54.6K. The position accounts for 0.02% of the portfolio, ranked #64.

NBZ Investment Advisors first reported a position in CPSJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $119K in Q4 2024. 28 funds tracked by Wall St. Rank hold CPSJ as of Q1 2026.

  • NBZ Investment Advisors held 2,033 shares of Calamos S&P 500 Structured Alt Protection ETF - July worth $54.6K as of Q1 2026.
  • NBZ Investment Advisors left its Calamos S&P 500 Structured Alt Protection ETF - July share count unchanged in Q1 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - July made up 0.02% of NBZ Investment Advisors's portfolio in Q1 2026, its #64 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 6 quarters since.
  • NBZ Investment Advisors's Calamos S&P 500 Structured Alt Protection ETF - July position peaked at $119K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q1 2026.

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