APFP
CPRJ

Action Point Financial Planning’s Calamos Russell 2000 Structured Alt Protection ETF - July CPRJ Stock Holding History

Action Point Financial Planning’s Portfolio CPRJ Stock Details CPRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$190K Buy
+6,861
New +$188K 0.02% 452

Other funds holding CPRJ

CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Calamos Russell 2000 Structured Alt Protection ETF - July (CPRJ) in Q2 2026: 6,861 shares worth $190K. The stake represents 0.02% of the portfolio and ranks #452 among its holdings.

28 funds tracked by Wall St. Rank hold CPRJ as of Q2 2026.

  • Action Point Financial Planning held 6,861 shares of Calamos Russell 2000 Structured Alt Protection ETF - July worth $190K as of Q2 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July was a new Action Point Financial Planning position in Q2 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - July made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #452 holding.
  • 28 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - July as of Q2 2026.

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