VIP
CPSM

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

Vista Investment Partners’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 		– Sell
-7,550
Closed -$218K – 189
2026
Q1 		$218K Hold
7,550
– – 0.06% 156
2025
Q4 		$216K Sell
7,550
-380
-5% -$10.8K 0.06% 154
2025
Q3 		$224K Hold
7,930
– – 0.06% 148
2025
Q2 		$221K Sell
7,930
-400
-5% -$10.9K 0.06% 145
2025
Q1 		$224K Hold
8,330
– – 0.07% 145
2024
Q4 		$222K Hold
8,330
– – 0.07% 142
2024
Q3 		$220K Buy
8,330
+380
+5% +$9.89K 0.07% 142
2024
Q2 		$204K Buy
+7,950
New +$203K 0.07% 150

Other funds holding CPSM

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Vista Investment Partners's CPSM Position: Q2 2026 in Review

Vista Investment Partners sold out of Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q2 2026, closing a stake of 7,550 shares — an estimated $218K sold.

Vista Investment Partners first reported a position in CPSM in Q2 2024 and held it in 8 quarters. The position peaked at $224K in Q3 2025. 4 funds tracked by Wall St. Rank hold CPSM as of Q2 2026.

  • Vista Investment Partners reported no remaining Calamos S&P 500 Structured Alt Protection ETF - May position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners sold 7,550 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q2 2026, an estimated $218K.
  • Vista Investment Partners first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q2 2024 and held it in 8 quarters.
  • Vista Investment Partners's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $224K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.