Wealth Enhancement Advisory Services
CPSO

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

Wealth Enhancement Advisory Services’s Portfolio CPSO Stock Details CPSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-102,197
Closed -$2.6M – 3198
2024
Q4 		$2.6M Buy
+102,197
New +$2.6M 0.01% 1050

Other funds holding CPSO

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's CPSO Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Calamos S&P 500 Structured Alt Protection ETF - October (CPSO) in Q1 2025, closing a stake of 102,197 shares — an estimated $2.6M sold.

Wealth Enhancement Advisory Services first reported a position in CPSO in Q4 2024 and held it in 1 quarter. The position peaked at $2.6M in Q4 2024. 11 funds tracked by Wall St. Rank hold CPSO as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Calamos S&P 500 Structured Alt Protection ETF - October position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 102,197 Calamos S&P 500 Structured Alt Protection ETF - October shares in Q1 2025, an estimated $2.6M.
  • Wealth Enhancement Advisory Services first reported a position in Calamos S&P 500 Structured Alt Protection ETF - October in Q4 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Calamos S&P 500 Structured Alt Protection ETF - October position peaked at $2.6M in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - October as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.