Calamos Sp500 STR ALT Promay (CPSM)

CUSIP: 12811T605 | NYSE | 59 institutional holders

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Institutional Holders — Q3 2026

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Calamos Advisors LLC434,949

0.0% of portfolio$12.9M

Amplius Wealth Advisors, LLC52,583

0.1% of portfolio$1.6M

Cambridge Investment Research Advisors, Inc.50,831

0.0% of portfolio$1.5M

Sugar Maple Asset Management, LLC39,000

0.7% of portfolio$1.2M

Commonwealth Equity Services, LLC38,675

0.0% of portfolio$1.1M

Grantvest Financial Group LLC38,391

0.7% of portfolio$1.1M

LPL Financial LLC20,247

0.0% of portfolio$599.3K

Calamos Wealth Management LLC18,492

0.0% of portfolio$547.4K

Blue Water Asset Management15,962

0.2% of portfolio$472.5K

Jessup Wealth Management, Inc10,878

0.1% of portfolio$322.0K

NBZ Investment Advisors LLC9,239

0.1% of portfolio$273.5K

Secure Asset Management, LLC7,050

0.0% of portfolio$208.7K

Armstrong Advisory Group, Inc1,714

0.0% of portfolio$50.7K

New England Capital Financial Advisors LLC1,306

0.0% of portfolio$38.7K

Sunrise Financial Services, LLC516

0.0% of portfolio$15.3K

Creative Financial Designs Inc491

0.0% of portfolio$14.5K

IFP Advisors, Inc100

0.0% of portfolio$3.0K

				Style	Turnover	Location	Filed
Calamos Advisors LLC	434,949	$12.9M	0.0%	Growth	Medium	Naperville, IL	2026-11-02
Amplius Wealth Advisors, LLC	52,583	$1.6M	0.1%	ETF	Low	Blue Bell, PA	2026-10-20
Cambridge Investment Research Advisors, Inc.	50,831	$1.5M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Sugar Maple Asset Management, LLC	39,000	$1.2M	0.7%	ETF	Medium	Sister Bay, WI	2026-10-13
Commonwealth Equity Services, LLC	38,675	$1.1M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Grantvest Financial Group LLC	38,391	$1.1M	0.7%	ETF	Low	Matawan, NJ	2026-10-21
LPL Financial LLC	20,247	$599.3K	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Calamos Wealth Management LLC	18,492	$547.4K	0.0%	Growth	Medium	Naperville, IL	2026-11-02
Blue Water Asset Management	15,962	$472.5K	0.2%	ETF	Low	Grand Rapids, MI	2026-11-04
Jessup Wealth Management, Inc	10,878	$322.0K	0.1%	Growth	Medium	Dayton, OH	2026-10-20
NBZ Investment Advisors LLC	9,239	$273.5K	0.1%	ETF	Low	Knoxville, TN	2026-10-30
Secure Asset Management, LLC	7,050	$208.7K	0.0%	Growth	Medium	Troy, MI	2026-10-19
Armstrong Advisory Group, Inc	1,714	$50.7K	0.0%	ETF	High	Needham, MA	2026-10-09
New England Capital Financial Advisors LLC	1,306	$38.7K	0.0%	ETF	Low	Meriden, CT	2026-11-03
Sunrise Financial Services, LLC	516	$15.3K	0.0%	ETF	Medium	Burien, WA	2026-10-21
Creative Financial Designs Inc	491	$14.5K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
IFP Advisors, Inc	100	$3.0K	0.0%	Growth	Low	Tampa, FL	2026-10-16