SAG
CPSY

SageView Advisory Group’s Calamos S&P 500 Structured Alt Protection ETF - January CPSY Stock Holding History

SageView Advisory Group’s Portfolio CPSY Stock Details CPSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,629
Closed -$40.9K – 2572
2025
Q4 		$40.9K Buy
+1,629
New +$40.5K ﹤0.01% 1158

Other funds holding CPSY

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SFP
Sterling Financial Planning Sparta, New Jersey $368M AUM 22.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SageView Advisory Group's CPSY Position: Q1 2026 in Review

SageView Advisory Group sold out of Calamos S&P 500 Structured Alt Protection ETF - January (CPSY) in Q1 2026, closing a stake of 1,629 shares — an estimated $40.9K sold.

SageView Advisory Group first reported a position in CPSY in Q4 2025 and held it in 1 quarter. The position peaked at $40.9K in Q4 2025. 17 funds tracked by Wall St. Rank hold CPSY as of Q1 2026.

  • SageView Advisory Group reported no remaining Calamos S&P 500 Structured Alt Protection ETF - January position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,629 Calamos S&P 500 Structured Alt Protection ETF - January shares in Q1 2026, an estimated $40.9K.
  • SageView Advisory Group first reported a position in Calamos S&P 500 Structured Alt Protection ETF - January in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Calamos S&P 500 Structured Alt Protection ETF - January position peaked at $40.9K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - January as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.