Wells Fargo
CPSM

Wells Fargo’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

Wells Fargo’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
2025
Q2 		– Sell
-400
Closed -$10.8K – 7425
2025
Q1 		$10.8K Hold
400
– – ﹤0.01% 5870
2024
Q4 		$10.7K Hold
400
– – ﹤0.01% 5922
2024
Q3 		$10.5K Buy
+400
New +$10.4K ﹤0.01% 5787

Other funds holding CPSM

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

Wells Fargo's CPSM Position: Q2 2025 in Review

Wells Fargo sold out of Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q2 2025, closing a stake of 400 shares — an estimated $10.8K sold.

Wells Fargo first reported a position in CPSM in Q3 2024 and held it in 3 quarters. The position peaked at $10.8K in Q1 2025. 26 funds tracked by Wall St. Rank hold CPSM as of Q2 2025.

  • Wells Fargo reported no remaining Calamos S&P 500 Structured Alt Protection ETF - May position as of Q2 2025 after selling out during the quarter.
  • Wells Fargo sold 400 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q2 2025, an estimated $10.8K.
  • Wells Fargo first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q3 2024 and held it in 3 quarters.
  • Wells Fargo's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $10.8K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q2 2025.

Based on Wells Fargo's 13F filing for Q2 2025, filed 14 Aug 2025.