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
2025
Q4 		$40.9K Buy
+1,629
New +$40.5K ﹤0.01% 1158

Other funds holding CPSY

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SFP
Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SageView Advisory Group's CPSY Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Calamos S&P 500 Structured Alt Protection ETF - January (CPSY) in Q4 2025: 1,629 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #1158 among its holdings.

20 funds tracked by Wall St. Rank hold CPSY as of Q4 2025.

  • SageView Advisory Group held 1,629 shares of Calamos S&P 500 Structured Alt Protection ETF - January worth $40.9K as of Q4 2025.
  • Calamos S&P 500 Structured Alt Protection ETF - January was a new SageView Advisory Group position in Q4 2025.
  • Calamos S&P 500 Structured Alt Protection ETF - January made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1158 holding.
  • 20 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - January as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.