AWC
CPRY

Adamsbrown Wealth Consultants’s Calamos Russell 2000 Structured Alt Protection ETF - January CPRY Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio CPRY Stock Details CPRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$286K Hold
10,235
– – 0.05% 126
2026
Q1 		$278K Hold
10,235
– – 0.07% 106
2025
Q4 		$276K Buy
+10,235
New +$270K 0.08% 101

Other funds holding CPRY

CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
EIP
Essential Investment Partners Englewood, Colorado $125M AUM

Adamsbrown Wealth Consultants's CPRY Position: Q2 2026 in Review

Adamsbrown Wealth Consultants held its Calamos Russell 2000 Structured Alt Protection ETF - January (CPRY) position steady in Q2 2026 at 10,235 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #126.

Adamsbrown Wealth Consultants first reported a position in CPRY in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CPRY as of Q2 2026.

  • Adamsbrown Wealth Consultants held 10,235 shares of Calamos Russell 2000 Structured Alt Protection ETF - January worth $286K as of Q2 2026.
  • Adamsbrown Wealth Consultants left its Calamos Russell 2000 Structured Alt Protection ETF - January share count unchanged in Q2 2026.
  • Calamos Russell 2000 Structured Alt Protection ETF - January made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #126 holding.
  • Adamsbrown Wealth Consultants first reported a position in Calamos Russell 2000 Structured Alt Protection ETF - January in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Calamos Russell 2000 Structured Alt Protection ETF - January as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.