Wealth Enhancement Advisory Services
CPSM

Wealth Enhancement Advisory Services’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

Wealth Enhancement Advisory 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
2024
Q4 		– Sell
-12,547
Closed -$331K – 3140
2024
Q3 		$331K Buy
+12,547
New +$326K ﹤0.01% 2104

Other funds holding CPSM

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $165M AUM 15.49% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services's CPSM Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q4 2024, closing a stake of 12,547 shares — an estimated $331K sold.

Wealth Enhancement Advisory Services first reported a position in CPSM in Q3 2024 and held it in 1 quarter. The position peaked at $331K in Q3 2024. 22 funds tracked by Wall St. Rank hold CPSM as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Calamos S&P 500 Structured Alt Protection ETF - May position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,547 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q4 2024, an estimated $331K.
  • Wealth Enhancement Advisory Services first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q3 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $331K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.