NIA
CPSM

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

NBZ Investment 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 		$316K Hold
10,946
– – 0.14% 41
2025
Q4 		$313K Hold
10,946
– – 0.14% 42
2025
Q3 		$310K Hold
10,946
– – 0.16% 38
2025
Q2 		$305K Hold
10,946
– – 0.17% 41
2025
Q1 		$294K Hold
10,946
– – 0.17% 40
2024
Q4 		$292K Buy
+10,946
New +$291K 0.16% 36

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 $43.3B AUM 29.3% 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

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

NBZ Investment Advisors held its Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) position steady in Q1 2026 at 10,946 shares worth $316K. The position accounts for 0.14% of the portfolio, ranked #41.

NBZ Investment Advisors first reported a position in CPSM in Q4 2024 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold CPSM as of Q1 2026.

  • NBZ Investment Advisors held 10,946 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $316K as of Q1 2026.
  • NBZ Investment Advisors left its Calamos S&P 500 Structured Alt Protection ETF - May share count unchanged in Q1 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - May made up 0.14% of NBZ Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • NBZ Investment Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q4 2024 and has held it in 6 quarters since.
  • 26 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q1 2026.

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