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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
Q3 		$264K Sell
9,247
-1
-0% -$28 0.03% 379
2026
Q2 		$260K Buy
+9,248
New +$258K 0.03% 383

Other funds holding CPNS

Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Owen LaRue
Owen LaRue Elizabethtown, Kentucky $303M AUM 22.05% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 1-Year Est. Return

Action Point Financial Planning's CPNS Position: Q3 2026 in Review

Action Point Financial Planning reduced its Calamos Nasdaq-100 Structured Alt Protection ETF - September (CPNS) stake by 0.01% in Q3 2026, selling an estimated $28 and leaving 9,247 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #379.

Action Point Financial Planning first reported a position in CPNS in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold CPNS as of Q3 2026.

  • Action Point Financial Planning held 9,247 shares of Calamos Nasdaq-100 Structured Alt Protection ETF - September worth $264K as of Q3 2026.
  • Action Point Financial Planning sold 1 Calamos Nasdaq-100 Structured Alt Protection ETF - September share in Q3 2026, an estimated $28.
  • Calamos Nasdaq-100 Structured Alt Protection ETF - September made up 0.03% of Action Point Financial Planning's portfolio in Q3 2026, its #379 holding.
  • Action Point Financial Planning first reported a position in Calamos Nasdaq-100 Structured Alt Protection ETF - September in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Calamos Nasdaq-100 Structured Alt Protection ETF - September as of Q3 2026.

Based on Action Point Financial Planning's 13F filing for Q3 2026, filed 13 Nov 2026.