WFA
CPSJ

WMG Financial Advisors’s Calamos S&P 500 Structured Alt Protection ETF - July CPSJ Stock Holding History

WMG Financial Advisors’s Portfolio CPSJ Stock Details CPSJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,228
Closed -$231K – 185
2024
Q4 		$231K Hold
9,228
– – 0.1% 145
2024
Q3 		$228K Buy
+9,228
New +$224K 0.1% 150

Other funds holding CPSJ

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

WMG Financial Advisors's CPSJ Position: Q1 2025 in Review

WMG Financial Advisors sold out of Calamos S&P 500 Structured Alt Protection ETF - July (CPSJ) in Q1 2025, closing a stake of 9,228 shares — an estimated $231K sold.

WMG Financial Advisors first reported a position in CPSJ in Q3 2024 and held it in 2 quarters. The position peaked at $231K in Q4 2024. 23 funds tracked by Wall St. Rank hold CPSJ as of Q1 2025.

  • WMG Financial Advisors reported no remaining Calamos S&P 500 Structured Alt Protection ETF - July position as of Q1 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 9,228 Calamos S&P 500 Structured Alt Protection ETF - July shares in Q1 2025, an estimated $231K.
  • WMG Financial Advisors first reported a position in Calamos S&P 500 Structured Alt Protection ETF - July in Q3 2024 and held it in 2 quarters.
  • WMG Financial Advisors's Calamos S&P 500 Structured Alt Protection ETF - July position peaked at $231K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - July as of Q1 2025.

Based on WMG Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.