SFS
CPSM

Sunrise Financial Services’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

Sunrise Financial Services’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
Q2 		$15.1K Buy
+516
New +$15K 0.01% 203

Other funds holding CPSM

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 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 $8.83B AUM 38.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $155M AUM 17.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sunrise Financial Services's CPSM Position: Q2 2026 in Review

Sunrise Financial Services opened a new position in Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q2 2026: 516 shares worth $15.1K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings.

30 funds tracked by Wall St. Rank hold CPSM as of Q2 2026.

  • Sunrise Financial Services held 516 shares of Calamos S&P 500 Structured Alt Protection ETF - May worth $15.1K as of Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - May was a new Sunrise Financial Services position in Q2 2026.
  • Calamos S&P 500 Structured Alt Protection ETF - May made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #203 holding.
  • 30 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.