APFP
CPNS

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

Action Point Financial Planning’s Portfolio CPNS Stock Details CPNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$260K Buy
+9,248
New +$258K 0.03% 383

Other funds holding CPNS

OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Calamos Nasdaq-100 Structured Alt Protection ETF - September (CPNS) in Q2 2026: 9,248 shares worth $260K. The stake represents 0.03% of the portfolio and ranks #383 among its holdings.

17 funds tracked by Wall St. Rank hold CPNS as of Q2 2026.

  • Action Point Financial Planning held 9,248 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - September worth $260K as of Q2 2026.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - September was a new Action Point Financial Planning position in Q2 2026.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - September made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #383 holding.
  • 17 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - September as of Q2 2026.

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