Cambridge Investment Research Advisors, Inc. CPSM — CALAMOS

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  5 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported CALAMOS (CPSM) in 5 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows CPSM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CPSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in CALAMOS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CPSM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CPSM stock page Cambridge Investment Research Advisors, Inc. fund profile Cambridge Investment Research Advisors, Inc. full holdings
How Cambridge Investment Research Advisors, Inc. held CPSM — position size vs. price
% of Fund (quarterly)    CPSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 50,831 +3,916 +8.3% 0.00% $1K 2026-07-30 $29.31
2026 Q1 REDUCED 40.8% +1.1% ❌ 46,915 -32,372 -40.8% 0.00% $1K 2026-04-30 $29.07
2024 Q4 REDUCED 11.3% +0.7% ❌ 79,287 -10,131 -11.3% 0.01% $2.1M 2025-02-14 $27.04
2024 Q3 REDUCED 77.7% +1.4% ❌ 89,418 -311,733 -77.7% 0.01% $2.4M 2024-10-28 $26.48
2024 Q2 INITIATED — — — 401,151 — — 0.04% $10.3M 2024-07-26 $25.85

🏢 Other funds also holding CPSM

As of 2026 Q2 — sorted by position size

Sugar Maple Asset Management, LLC 0.74% Grantvest Financial Group LLC 0.71% BCGM Wealth Management, LLC 3Y 0.22% Amplius Wealth Advisors, LLC 3Y 0.16% Blue Water Asset Management 0.15% Calamos Advisors LLC 3Y 7Y 0.03% Secure Asset Management, LLC 3Y 0.03% Calamos Wealth Management LLC 3Y 7Y 0.02% New England Capital Financial Advisors LLC 3Y 0.01% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0%

FAQ About Cambridge Investment Research Advisors, Inc. and CPSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning CPSM?

Cambridge Investment Research Advisors, Inc. reported CPSM across 5 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported CPSM position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for CPSM was 0.04% in 2024 Q2.

What is the latest reported CPSM position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 50,831 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this CPSM ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly CPSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their CPSM position?

Based on 13F filing dates vs. subsequent CPSM price moves, Cambridge Investment Research Advisors, Inc. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on CPSM relative to SPY over the holding period was -11.7%.

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