Sugar Maple Asset Management’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

Sugar Maple Asset Management’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 Q3	$1.15M	Hold	39,000	–	–	0.66%	36
2026 Q2	$1.14M	Hold	39,000	–	–	0.74%	33
2026 Q1	$1.13M	Hold	39,000	–	–	0.68%	31
2025 Q4	$1.12M	Hold	39,000	–	–	0.75%	29
2025 Q3	$1.1M	Hold	39,000	–	–	0.79%	29
2025 Q2	$1.09M	Hold	39,000	–	–	0.85%	29
2025 Q1	$1.05M	Hold	39,000	–	–	0.83%	25
2024 Q4	$1.04M	Hold	39,000	–	–	0.79%	27
2024 Q3	$1.03M	Buy	39,000 +3,000	+8%	+$78.1K	0.89%	23
2024 Q2	$925K	Buy	+36,000	New	+$917K	0.89%	25

Other funds holding CPSM

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sugar Maple Asset Management's CPSM Position: Q3 2026 in Review

Sugar Maple Asset Management held its Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) position steady in Q3 2026 at 39,000 shares worth $1.15M. The position accounts for 0.66% of the portfolio, ranked #36.

Sugar Maple Asset Management first reported a position in CPSM in Q2 2024 and has held it in 10 quarters since. 8 funds tracked by Wall St. Rank hold CPSM as of Q3 2026.

Sugar Maple Asset Management held 39,000 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $1.15M as of Q3 2026.
Sugar Maple Asset Management left its Calamos S&P 500 Structured Alt Protection ETF - May share count unchanged in Q3 2026.
Calamos S&P 500 Structured Alt Protection ETF - May made up 0.66% of Sugar Maple Asset Management's portfolio in Q3 2026, its #36 holding.
Sugar Maple Asset Management first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q2 2024 and has held it in 10 quarters since.
8 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.