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Calamos Sp500 STR ALT Promay (CPSM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Calamos Advisors LLC
INCREASED
Shares434,949 from 327,705
Change+107,244 (+33%)
Value$12.9M (+$3.3M)
Filed 2026-11-02
Amplius Wealth Advisors, LLC
DECREASED
Shares52,583 from 73,632
Change-21,049 (-29%)
Value$1.6M (-$597.8K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares50,831 from 50,831
Change0 (0%)
Value$1.5M (+$18.0K)
Filed 2026-11-02
Sugar Maple Asset Management, LLC
UNCHANGED
Shares39,000 from 39,000
Change0 (0%)
Value$1.2M (+$13.4K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares38,675 from 38,800
Change-125 (0%)
Value$1.1M (+$9.6K)
Filed 2026-11-02
Grantvest Financial Group LLC
DECREASED
Shares38,391 from 41,820
Change-3,429 (-8%)
Value$1.1M (-$87.1K)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares20,247 from 20,506
Change-259 (-1%)
Value$599.3K (-$617)
Filed 2026-11-06
Calamos Wealth Management LLC
DECREASED
Shares18,492 from 19,585
Change-1,093 (-6%)
Value$547.4K (-$25.7K)
Filed 2026-11-02
Blue Water Asset Management
UNCHANGED
Shares15,962 from 15,962
Change0 (0%)
Value$472.5K (+$5.5K)
Filed 2026-11-04
Jessup Wealth Management, Inc
DECREASED
Shares10,878 from 11,499
Change-621 (-5%)
Value$322.0K (-$14.4K)
Filed 2026-10-20
NBZ Investment Advisors LLC
DECREASED
Shares9,239 from 10,946
Change-1,707 (-16%)
Value$273.5K (-$46.8K)
Filed 2026-10-30
Secure Asset Management, LLC
UNCHANGED
Shares7,050 from 7,050
Change0 (0%)
Value$208.7K (+$2.4K)
Filed 2026-10-19
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,714 from 1,714
Change0 (0%)
Value$50.7K (+$589)
Filed 2026-10-09
New England Capital Financial Advisors LLC
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$38.7K (+$449)
Filed 2026-11-03
Sunrise Financial Services, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$15.3K (+$178)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares491 from 490
Change+1 (+0%)
Value$14.5K (+$198)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.0K (+$34)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 7,566
Change-7,566 (-100%)
Value$0 (-$221.4K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-27
Centaurus Financial, Inc.
N/A
Shares— from 97,576
Change-97,576 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 51,113
Change-51,113 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 35,650
Change-35,650 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 33,431
Change-33,431 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,258
Change-16,258 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,257
Change-16,257 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,664
Change-12,664 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,358
Change-11,358 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,087
Change-10,087 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 8,912
Change-8,912 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Status
Calamos Advisors LLC
INCREASED434,949327,705+107,244+33%$9.6M$12.9M+$3.3M2026-11-02
Amplius Wealth Advisors, LLC
DECREASED52,58373,632-21,049-29%$2.2M$1.6M-$597.8K2026-10-20
Cambridge Investment Research Advisors, Inc.
UNCHANGED50,83150,83100%$1.5M$1.5M+$18.0K2026-11-02
Sugar Maple Asset Management, LLC
UNCHANGED39,00039,00000%$1.1M$1.2M+$13.4K2026-10-13
Commonwealth Equity Services, LLC
DECREASED38,67538,800-1250%$1.1M$1.1M+$9.6K2026-11-02
Grantvest Financial Group LLC
DECREASED38,39141,820-3,429-8%$1.2M$1.1M-$87.1K2026-10-21
LPL Financial LLC
DECREASED20,24720,506-259-1%$600.0K$599.3K-$6172026-11-06
Calamos Wealth Management LLC
DECREASED18,49219,585-1,093-6%$573.1K$547.4K-$25.7K2026-11-02
Blue Water Asset Management
UNCHANGED15,96215,96200%$467.0K$472.5K+$5.5K2026-11-04
Jessup Wealth Management, Inc
DECREASED10,87811,499-621-5%$336.4K$322.0K-$14.4K2026-10-20
NBZ Investment Advisors LLC
DECREASED9,23910,946-1,707-16%$320.3K$273.5K-$46.8K2026-10-30
Secure Asset Management, LLC
UNCHANGED7,0507,05000%$206.3K$208.7K+$2.4K2026-10-19
Armstrong Advisory Group, Inc
UNCHANGED1,7141,71400%$50.1K$50.7K+$5892026-10-09
New England Capital Financial Advisors LLC
UNCHANGED1,3061,30600%$38.2K$38.7K+$4492026-11-03
Sunrise Financial Services, LLC
UNCHANGED51651600%$15.1K$15.3K+$1782026-10-21
Creative Financial Designs Inc
INCREASED491490+1+0%$14.3K$14.5K+$1982026-11-04
IFP Advisors, Inc
UNCHANGED10010000%$2.9K$3.0K+$342026-10-16
Concurrent Investment Advisors, LLC
CLOSED07,566-7,566-100%$221.4K$0-$221.4K2026-10-16
Pinnacle Wealth Planning Services, Inc.
CLOSED0400-400-100%$11.7K$0-$11.7K2026-10-27
Centaurus Financial, Inc.
N/A—97,576-97,576-100%$2.9M———
Advisory Services Network, LLC
N/A—51,113-51,113-100%$1.5M———
Bcgm Wealth Management, LLC
N/A—35,650-35,650-100%$1.0M———
Cetera Investment Advisers
N/A—33,431-33,431-100%$978.1K———
Osaic Holdings, Inc.
N/A—16,258-16,258-100%$475.7K———
Susquehanna International Group, LLP
N/A—16,257-16,257-100%$475.6K———
JPMorgan Chase & Co
N/A—12,664-12,664-100%$369.5K———
Harbour Investments, Inc.
N/A—11,358-11,358-100%$332.3K———
Mutual Advisors, LLC
N/A—10,087-10,087-100%$295.1K———
Wick Capital Partners, LLC
N/A—8,912-8,912-100%$260.7K———
Fiduciary Financial Advisors
N/A—2,575-2,575-100%$75.3K———
BFC Planning, Inc.
N/A—1,195-1,195-100%$35.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,195-1,195-100%$35.0K———
Showing 32 of 32 institutions