CPSM Institutional Ownership
Calamos S&P 500 Structured Alt Protection ETF â May
1W: +0.2%
1M: +0.4%
3M: +1.2%
YTD: +3.5%
1Y: +4.7%
$29.64
+0.03 (+0.12%)
Weekly Expected Move ±0.2%
$30
$30
$30
$30
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CPSM
34
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
8
New Positions
7
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (38 total)
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Grantvest Financial Group LLC | 41,820 | $1M |
| Jessup Wealth Management, Inc | 11,499 | $341K |
| Concurrent Investment Advisors, LLC | 7,566 | $224K |
| Secure Asset Management, LLC | 7,050 | $209K |
| FIDUCIARY FINANCIAL ADVISORS | 2,575 | $76K |
| ARMSTRONG ADVISORY GROUP, INC | 1,714 | $51K |
| Sunrise Financial Services, LLC | 516 | $15K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 490 | $15K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 23,905 | $709K |
| Capital Advisory Group Advisory Ser | 17,419 | $516K |
| LeClair Wealth Partners LLC | 15,962 | $473K |
| VISTA INVESTMENT PARTNERS LLC | 7,550 | $224K |
| Farther Finance Advisors, LLC | 2,800 | $83K |
| Allworth Financial LP | 217 | $6K |
| UBS Group AG | 105 | $3K |
| Camelot Portfolios, LLC | 3 | $0K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +7,250 | +80.5% | 16,258 |
| Calamos Wealth Management LLC | +5,215 | +36.3% | 19,585 |
| LPL Financial LLC | +4,700 | +29.7% | 20,506 |
| Cambridge Investment Research Advis | +3,916 | +8.3% | 50,831 |
| New England Capital Financial Advis | +1,125 | +621.5% | 1,306 |
| Calamos Advisors LLC | +930 | +0.3% | 327,705 |
| CENTAURUS FINANCIAL, INC. | +335 | +0.3% | 97,576 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -12,624 | -49.9% | 12,664 |
| Amplius Wealth Advisors, LLC | -9,231 | -11.1% | 73,632 |
| HARBOUR INVESTMENTS, INC. | -5,294 | -31.8% | 11,358 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -2,258 | -12.2% | 16,257 |
| Cetera Investment Advisers | -1,100 | -3.2% | 33,431 |
| Advisory Services Network, LLC | -510 | -1.0% | 51,113 |