Calamos ETF Trust - CPSM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Calamos Advisors LLC | History | Added to | 434,949 | 12,874 | 0.04% | 0.03% | 1 | +107,244 | 32.73% | Q3 2026 | Nov 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 97,576 | 2,855 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 52,583 | 1,556 | 0.11% | 0.16% | 3 | -21,049 | -28.59% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 50,831 | 1,505 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Advisory Services Network, LLC | History | No change | 51,113 | 1,495 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 39,000 | 1,154 | 0.66% | 0.74% | 6 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 38,675 | 1,144 | 0.0% | 0.0% | 7 | -125 | -0.32% | Q3 2026 | Nov 02, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 38,391 | 1,136 | 0.65% | 0.71% | 8 | -3,429 | -8.2% | Q3 2026 | Oct 21, 2026 |
| BCGM Wealth Management, LLC | History | No change | 35,650 | 1,055 | 0.21% | 0.22% | 9 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Cetera Investment Advisers | History | No change | 33,431 | 978 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 20,247 | 599 | 0.0% | 0.0% | 11 | -259 | -1.26% | Q3 2026 | Nov 06, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 18,492 | 547 | 0.02% | 0.02% | 12 | -1,093 | -5.58% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 16,257 | 475 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 16,258 | 475 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Water Asset Management | History | No change | 15,962 | 472 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 12,664 | 369 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 10,878 | 322 | 0.07% | 0.1% | 17 | -621 | -5.4% | Q3 2026 | Oct 20, 2026 |
| Mutual Advisors, LLC | History | No change | 10,087 | 295 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 9,239 | 273 | 0.11% | 0.12% | 19 | -1,707 | -15.59% | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 9,204 | 272 | 0.0% | 0.0% | 20 | -2,154 | -18.96% | Q3 2026 | Nov 09, 2026 |
| Wick Capital Partners, LLC | History | No change | 8,912 | 260 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Secure Asset Management, LLC | History | No change | 7,050 | 208 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,575 | 75 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,714 | 50 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1,306 | 38 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,195 | 34 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 1,195 | 34 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Sunrise Financial Services, LLC | History | No change | 516 | 15 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 491 | 14 | 0.0% | 0.0% | 29 | +1 | 0.2% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | New | 284 | 8 | 0.0% | — | 30 | +284 | New | Q3 2026 | Nov 10, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 2 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,566 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2026 | Oct 27, 2026 |