APFP
CPNM

Action Point Financial Planning’s Calamos Nasdaq-100 Structured Alt Protection ETF - March CPNM Stock Holding History

Action Point Financial Planning’s Portfolio CPNM Stock Details CPNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.2K Buy
+2,211
New +$58.8K 0.01% 761

Other funds holding CPNM

JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Action Point Financial Planning's CPNM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Calamos Nasdaq-100 Structured Alt Protection ETF - March (CPNM) in Q2 2026: 2,211 shares worth $59.2K. The stake represents 0.01% of the portfolio and ranks #761 among its holdings.

14 funds tracked by Wall St. Rank hold CPNM as of Q2 2026.

  • Action Point Financial Planning held 2,211 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - March worth $59.2K as of Q2 2026.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - March was a new Action Point Financial Planning position in Q2 2026.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - March made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #761 holding.
  • 14 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - March as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.